product suggestions

Option to send workflows by Account or Account Group

would be useful to have the option when creating workflows to be able to send to an account group if multiple email domains are used.

  • Guest
  • Jun 22 2017
  • Gathering Customer Interest
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  • Guest commented
    July 21, 2017 14:28

    This is useful for us as we have the opposite problem.  The company in question needs to be excluded from receiving any email notifications and the only way to do this is to exclude by Account name or Account ID.

  • Admin
    Dave Evans commented
    August 17, 2017 09:43

    Hi, just to clarify on this one. You would want to create a workflow that is only triggered if a user / delegate belongs to a specific account group ?