Overview

You might want to allow your field reps to enroll records for other users who will be working on them. This allows separate reps who will be working on prospects identification and campaigns content creation and reps who will be working on the Playbooks tasks.

Information

Unfortunately, currently there is no feature in Playbooks that would enable reps to enroll records into Plays for other users.

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Enhancement Request Jira Ticket XANT-6139

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