Must have! Feature request: Enable us to designate a secondary representative as the primary on a Proposal and Quote. We can already do that at the Job level, but not for OPPS and P's. Secondary representatives are unable to view thiers in their Activity Modules. Often a Secondary rep supports Primary rep accounts and they client is shared.

Is there a way to add a secondary rep to the opportunity so it comes up in my personal opportunity list?

I support 2 sales reps, but am not on all their accounts. I would love a way where the opportunities attached to my desk are easily visible without impersonating my primary reps and weeding out my specific opportunities.

I am in charge of quotes and proposals, and so it would make my tasks a lot easier to follow up on if it can show up on BOTH our pipelines.

Is there a way to add a secondary rep to the opportunity so it comes up in my personal opportunity list?

My AM supports 2 sales reps. I would love a way where the opportunities attached to her desk are easily visible without impersonating her primary reps and weeding out her specific opportunities.

She is in charge of quotes and proposals, and so it would make her tasks a lot easier to follow up on if it can show up on BOTH our pipelines.