Skip to Main Content
Product Suggestions
Created by Guest
Created on Jan 28, 2016

Follow/Subscribe to Automatic Notification of updates to records including fields or activity - New Notes Added to Leads/ Quotes Updated / Status Change

Introduce automatic notifications sent to the account managers/ sales managers when new notes are added to leads, when quotes are updated or statuses of leads changed to allow greater visibility.

We have an administrator, estimators, account and sales managers involved in the creation of just 1 lead to quotation. I think it would be beneficial to all parties involved in taking the lead from generation to quotation to receive an automatic update if changes are made.

I know you can create recalls for specific users but you can only set a recall for one person and then have to create another for the next person (if more than one person involved in the lead)

Automatically subscribe the recalled user to updates.

  • Attach files
1 MERGED

Notify Recalled User When Record is Updated

Merged
It would be useful to have it so that when a record of any kind is updated whilst it's recalled to someone, that person will get an update via email/the CRM. Currently, the only way to do this is to re-recall someone to the record and unless you p...
Guest almost 4 years ago in CRM App 0