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.
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In Progress
Feature Request
About 1 month ago

Porter Hansen
Get notified by email when there are changes.
In Progress
Feature Request
About 1 month ago

Porter Hansen
Get notified by email when there are changes.