Troops now supports editing reference fields, which means you can now easily assign or re-assign Lead or Opportunity owners from Slack!
Use “/Troops [+ search term]” to find the object you want and edit the owner.
This works great when paired with a new real-time alert, so you can…
- Assign a new Opp owner after you realize the deal should move from SMB to Enterprise team
- Re-assign an SDR for further disco as soon as a deal regresses
- Re-assign a lead if a rep hasn’t made contact by the end of the day
- …or what combination makes sense for you?
We’re excited to bring you this product update, and plan on sharing more soon.
Want more information early access to this? Email firstname.lastname@example.org