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Additional leadworker relationships, with alerts

Andrew K. shared this idea 7 years ago
Under Consideration

This is roughly a unification of these requests:

We'd like to be able to:

  • define an "event coordinator" field on leads so that each lead can be associated with a second worker
  • configure a different set of alerts to be sent to the worker in that field

e.g.:

  • Lead ID: 123
    Sales rep: Worker A
    Event coordinator: Worker B
  • Alert name: Contract Signed
    Email sales rep: Yes
    Email event coordinator: No
  • Alert name: Task Completed
    Email sales rep: Yes
    Email event coordinator: Yes

2 I like this idea

Comments (1)

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Susan M. ● 7 years ago

I am putting this request in for our developers to see what can be done. I will let you know as soon as I hear something.

Thanks!

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