What matters
Shared access does not establish responsibility. An opportunity needs a named owner and a next step, especially when multiple people can see the same message or customer record.
Put it into practice
- Define assignment rules
- Record the current owner
- Review unassigned inquiries
An example in practice
Two team members read a quote request and each expects the other to reply. An ownership rule prevents the request from sitting between them.
What to track
Count unassigned and overdue opportunities.