Scott Kimbleton

Adding tags to opportunites I don't own

Discussion created by Scott Kimbleton on Jul 25, 2019
Latest reply on Oct 21, 2019 by Rolustech Support

Hi,

 

I am trying to add tags to opportunities that I don't own so I can track them. I am not the overall opportunity owner or the line items; nor even a team member.

 

In SalesConnect you could add a tag to any opportunity regardless of your relationship to the opportunity.

 

Thanks in advance!

Scott

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