Question

How to proxy user?

Hi Team,

Can you please help me out with a solution for the below question?

Ability to work on or take ownership of workflows that are assigned to others in my group to cover the deals when teammates are out of the office/LOA or have left the group.

And, when he/her is back to office, i need to route the deals back to the person from whom i picked.

Thanks,

Prashanth

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November 14, 2018 - 4:02pm

Hello Prashnath,

Have you looked at the availability options on the Work tab of the operator record? That sounds exactly like what you are asking about.

Regards,
Mike

November 15, 2018 - 9:40am

Hello

Using the substitute operator should help you to achieve this.

Regards

Bhavya