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Matthew Allen create multiple Opportunities
Hi,
Our New Business Manager wants to be aboe to allocate Accounts to his Sales Team so they can try and win business from them.
I thought the best way to do this is some custom button on the Account list view so that he can tick a few accounts, then click this custom button that then creates a New Opportunity on all accounts and assigns them to the Sales person of his choice.
Is this even possible?
I know I can do it via dataloader but would rather they managed this themselves.
Thanks
Matt
Our New Business Manager wants to be aboe to allocate Accounts to his Sales Team so they can try and win business from them.
I thought the best way to do this is some custom button on the Account list view so that he can tick a few accounts, then click this custom button that then creates a New Opportunity on all accounts and assigns them to the Sales person of his choice.
Is this even possible?
I know I can do it via dataloader but would rather they managed this themselves.
Thanks
Matt