User Assigned Trigger

We'd greatly benefit from a workflow trigger that fires specifically when a sales rep is assigned to a lead or customer. This would allow us to send an immediate internal notification to the rep, ensuring they are instantly aware of new assignments and can follow up without delay.

Please authenticate to join the conversation.

Upvoters
Status

In Progress

Board
πŸ’‘

Feature Request

Date

About 1 month ago

Author

Porter Hansen

Subscribe to post

Get notified by email when there are changes.