Schedule private opportunities for users

Posted about 1 month ago by Julia Sonen

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Julia Sonen

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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Shonie K. posted 7 days ago Admin

Hi Julia,


It looks like you still have an active ticket with KJ on this topic with an alternative solution you're working through. I hope she's able to help! In the meantime, I will still log a request for the ability to bulk respond for multiple users to a non-shifted opportunity.


Best,

Shonie

CX Specialist

she/her

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J

Julia Sonen posted about 1 month 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.

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Shonie K. posted about 1 month 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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