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New Feature: Custom Owners for Process Boards

Custom Owners: We now support custom owners for process boards so you can add owners to violations for custom ownership roles.

Examples:

1) A deal object defaults to AE and then has a CSM owner field

  • Deal - Default AE: You have one board for deal management for AEs

  • Deal - Custom CSM: You have another board on the SAME object, but you’re using the CSM owner field.

2) This is our instance - we have LOTS of custom user types on our company object.

  • This update lets us use process boards with more than the default users (i.e. more teams can use the same object).

Helpful Images & Videos:

New FeatureProcessesRequired Plan: Everyone