Notification with portal uploads
A
Annie Coyle
Notification that items have been uploaded to the portal by the customer.
Shelby Parker
Thanks for sharing this, Annie Coyle — totally makes sense to want a heads-up when customers upload items to the portal. To make sure we design it the right way, can you clarify a couple things: who should get notified (a specific owner/salesperson, the whole team, or a particular role/group)? What kinds of uploads should trigger it (every upload vs. only certain item types or when a specific request/task is completed)? And what should the notification help you do—just stay aware, or prompt someone to review/approve/follow up with the customer?