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CRM Idea Center
Status Released
Categories Goals
Created by Ashley Scrimo
Created on Jun 18, 2024

Please add the ability to filter by Role and Business Line when searching for users to add to a Goal.

It would be easier to select a group of users that needs to be assigned to a goal if there was a way to filter on the "add user" page when creating Goals so large organizations do not have to go page by page to find users with a particular business line or role to be attached to the goal in bulk.

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