We work with large corporations and sometimes multiple people from an organization will land on our website and fill out multiple forms. Is there a way to set up an alert so we’re aware when several prospects engage with us from any one company?
Hi @jessicalam
I’d recommend using a named account approach - if you flag named accounts using custom properties, you can create alerts for when contacts associated with that account (either manually or automatically) take action on your site.
Let me know if you need more details on this.
Hope this helps.