Hello Donovan,

Thanks again for previously suggesting the ability to assign a specific primary and secondary salesperson through automations — it’s a valuable idea that could certainly support more structured lead ownership and routing workflows.

I wanted to check in to see if this is still an active need or priority for your team. If so, it would be really helpful to understand a bit more about the specific use cases you’re trying to solve. For example:

Is the need for Accounts or CRM entities like contacts and companies?

How do you currently manage salesperson assignments, and where are the gaps?

Would the goal be to route leads, ensure continuity in account management, or support internal visibility?

Your input will help us better assess the opportunity and explore what might be possible going forward.

Looking forward to hearing your thoughts!

Best regards,

Sumi