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.

  • 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 ?

  • Sarah Wyatt commented
    February 8, 2018 13:35

    This would be of huge benefit to us as I need to find a way to exclude workflow going to a number of accounts but this number would increase over time and the workflow would not be amended each time a new account is added. Whereas the new account would go into an account group to exclude them if this feature was available.