Add "User Added to Deal Manually" as Trigger in Deal Activities in Business Rules
gathering votes
K
Kevin Pitts
Add a Business Rule trigger for when a Salesperson is manually added to a deal.
Created by Emily Schaeperkoetter
Shawn Goebel
gathering votes
Shawn Goebel
Kevin Pitts Thank you for the feature request! I made a slight tweak to the request, I am going to move this to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Hey Kevin Pitts, thanks for your feedback! Following up on this:
- Can you provide more details on the specific tasks you would like to be triggered when a Salesperson is added to a deal?
- What is the expected outcome or benefit you foresee with this feature?
- Are there any specific conditions or exceptions when this trigger should not be activated?