Dynamically update success play to most recent sales rep/CSM on the account
Hi Totango Team,
We have a lot of account/territory movement. We don't necessarily have 1 rep that takes over a territory but the territory gets farmed out to multiple reps which makes it a nightmare within your system to at scale ensure the success play task updates get assigned to the current sales rep on the account. Can you make it so the system recognizes open success plays tasks and dynamically reassigns then when a new sale rep on the account is identified?
Thanks for the consideration. - Katie Y.
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