Assigning leads to a role, rather than "user"
This was sent to me from a current client in one of our sub accounts: "Instead of the assigned user being a person on our staff. I would prefer it to be a role--something like, “Sales Person”, or “Studio manager”, or “Head trainer”. And then I want to be able to assign my staff to roles. So when my Studio manager leaves, I don’t have to go into EVERY automation and opportunity to update the assigned user. I just change the person assigned to that role, and all assigned users in automations and existing opportunities gets updated automatically to the new person. I am going through this right now as our Studio manager at RR is leaving and we have a new one. I have spent HOURS today updating everything. When it really should have been as simple is changing the person assigned to that role."