manager to have the ablity to enter deals on inactive AE's without having to reassign to House
Example: I have an inactive AE that still has accounts, I do not want to have to reassign the accounts to a placeholder AE in order to enter in a deal...because in a few weeks, I will have to go back and reassign the accounts all over again to the new AE that I hire.
This would be easier and more efficient if I, as a manager, could just enter the deal in while having the old AE still assigned to it.
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Anonymous
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Deals can be created for salespeople that are inactive. You can do this from scratch via the green menu actions menu or you could do this from the account profile page itself. Both will work.
Thanks for your feedback!