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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit COTI-I-181 View and modify your COTI notification configuration.

Email alert logic, alert based on deal type vs. reportability. Merged

We currently have logic that sends an alert email when a deal is less than a certain GP%. This email goes to the Sales Manager of the rep submitting the deal. We would like to see the ability to set those email alerts to go to different managers depending on deal type i.e. New, Used, RPOC, Fleet Sale, etc.

  • Mike Love
  • Nov 26 2024
  • Needs more votes
How often would this idea be used? Weekly
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?

Increased visibility to low margin deals.

  • Admin
    David Vuong commented
    10 Jan 21:09

    This sounds related to the ability for customers to view and modify their own COTI notifications. I will merge this idea with the existing one on this enhancement.



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