Multiple people working same account
A
Aaron Wallach
When there are multiple people working the same account there is currently tasks being generated for both individuals. Can you make it so tasks only fire for the person in position 1 on the account - seems like it creates overkill with how much we then reach out to customers and turns them off rather than keeps them engaged and serious.
Shelby Parker
Thanks for flagging this, Aaron Wallach — totally hear you on how duplicate task generation can lead to overreach and hurt engagement. This is really helpful context; I’m sharing it with the team so we can review options like only firing tasks for the person in position 1 on the account. If you’re open to a quick follow-up: are there any task types you’d still want to go to both people, or should it always be position 1 only?