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I would like to schedule a handful of users into a private opportunity without having to assign them to a user group, or assume each individual users profile. If the scheduling button can include the option to type in a opportunity ID, that would feel appropriate.
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2 Comments
Julia Sonen posted 20 days ago
Unfortunately this will not be a one time action, but rather something I need to do for multiple opportunities and users over time. I would not like to repeatedly file tickets each time I need to assign multiple users to a opportunity.
At the moment, it looks like even if a private opportunity is shared with a user group, I can not bulk schedule users within the group.
0 Votes
Shonie K. posted 20 days ago Admin
Hi Julia,
I believe this is a question better suited for our support team at support@galaxydigital.com. I will make this into a ticket for us to help you with. Be on the lookout for an email from us soon, thanks!
Best,
Shonie
she/her
CX Specialist
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