Limiting the Assignee List

Name of Feature/Request: Limiting the Assignee List

What financial, time savings, or quality of life improvements will occur from this: Limit the amount of people available to assign to opportunities. Things to Consider: Could this be limited at the opportunity type level. Suggested Alternative Solutions: Search for wanted individual rather than scroll through the list. | Frequency: Every time they create a new opportunity

Attempted Solutions So Far: Explained they can search for specific employees in the assignee box.

Attempted to see if limiting permissions would limit the list and it doesn’t.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Currently you can assign any employee to an opportunity. This list is not limited by the type of opportunity or role of employees.

StrivenID: 2814312