Dynamically update success play to most recent sales rep/CSM on the account

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Yagodnik, Katie

• November 25, 2019 15:11

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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  Brittany Reichwald

  • November 25, 2019 15:49

  I agree, this would be very beneficial! 

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  Guy Nirpaz

  • November 25, 2019 16:35

  Katie, are you asking to allow to mass update already assigned SuccessPlays or future ones?

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  Yagodnik, Katie

  • November 25, 2019 18:04

  At this time already assigned Success Plays. Thx, Katie 

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  Jimmy Thomson

  • January 06, 2020 19:34

  Amen!  Changing CSMs or engineers on an account right now can be a bit tedious to reassign some/all open tasks on the account.

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