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Categories Automation
Created by Guest
Created on Feb 9, 2023

Email notifcation when assigning to different account managers

Need to get email notification when assigning a record to a different account manager (whether it's Enquiries, Companies, etc.)


e.g. when I change Account Manager A to Account Manager B in Enquiries/Companies, Account Manager B will get notified via email that they just got assigned this.


Currently it only notifies you when new Enquiries come in but doesn't notify you when assigning Enquiries to a different account manager.

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