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Assign multiple users to one account

Question asked by Jake Vernon on Aug 4, 2016
Latest reply on Aug 4, 2016 by Angel Magana

Hey,

   I am looking to assign multiple users to an account.  For example on a lead record we want a Sales Rep to be able to assign the record to someone from our other division without taking themselves off of the record.  What is the best way to do this?

 

It would be ideal to have fields that said

Sales Rep > Account Manager > Underwriter > Admin

And each one of these fields they could assign a user within that division.  Is this possible with Sugar? If not what is a recommended work around?

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