Additional Account owner (Outside Sales) | Voters

Additional Account owner (Outside Sales)

John Hendley

Would be very helpful to have a secondary account owner option. For example we have outside sales reps and need to assign accounts to the outside sales person.

This would help for accounting the commissions of the sales person.

July 10, 2026

Matt Whitney

Yes PLEASE! We have over 25 sales reps here. It would be great if I choose myself as the owner and can choose a sales reps and we both get all the automated emails etc. For example, if I send an invoice to be paid both myself and the sales rep gets the notification when payment is made.