Schedule private opportunities for users

Posted 25 days 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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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.

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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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