Mining eBlasts- Sales people
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Leslie Jefferson
It would be helpful for sales people to be able to eblast all people that are saved in their segments, not just the customers that are assigned to them. If a manager builds a segment and assigns it to them, that should mean that they can eblast all of them regardless of which sales person is actually assigned to the deal. If there is no way to bulk reassign previous, old or orphaned deals then why can't the managers choose who gets to target those customers with an eblast?
Shelby Parker
Thanks for sharing this, Leslie Jefferson — totally hear you on the workflow friction here for sales teams. This is really helpful context around segments vs. deal ownership and how managers need to control who can target older/orphaned accounts. I’m looping this into our review with the team, and if we need a bit more detail on your setup (e.g., how segments are assigned today and what “orphaned” looks like in your process), I’ll follow up.