Currently, within the Manage Leads/Opps Recipients screen you can specify a certain person to receive emails, including Notes. However, we don't have the option to copy Notes on a more role-based basis, which is I think what we need. I think the preferred solution was to have something similar to COTI where you could choose to 'Notify' any user(s) when a note is added to the opportunity. I don't see where this functionality exists and it would be super helpful. Thanks.
Deborah Styring
Court,
Currently, within the Manage Leads/Opps Recipients screen you can specify a certain person to receive emails, including Notes. However, we don't have the option to copy Notes on a more role-based basis, which is I think what we need. I think the preferred solution was to have something similar to COTI where you could choose to 'Notify' any user(s) when a note is added to the opportunity. I don't see where this functionality exists and it would be super helpful. Thanks.
Deborah
Hi Deborah,
From the context in this idea, we believe this functionality already exists through process, workflow and training.