Hi,
We have defined a very detailed process in our blueprints. In the course of our sales process, the lead passes through calls from our sales rep, our financial analyst and then our manager. We usually assign the lead directly to the manager from the start, and assign tasks to the rep and the analyst. This works fine because we have one rep and one analyst.
The problem is once we start having multiple analysts, for example. In blueprint, you can only assign a task directly to a specific user, for example "Charles" (Screenshot 83). This can never work for an organisation who has two analysts, "Charles" and "Jack".
A proposed solution would be to have multiple "User" fields for the different employees who are in charge of the leads, in my case: one for the manager (lead owner), one for the rep, and one for the analyst. In blueprint, we would need to be able to assign a task to the user assigned to a particular "User" field.
Moreover, we need attribution rules similar to that of the Lead owner for the other user groups, so we can attribute leads in a robinhood manner, for example.
Another solution would be for us to change the lead owner during each stages of the process, but I feel this would bring a lot of problems.
Can you please share with me how Zoho organisations are expected to deal with this issue, and if my bolded solution could be implemented?
Thank you!