Currently, you can build a workflow that sends an “internal email” to your team members when someone enters a “note” within a contact and/or company record. However, the workflow will only be triggered once when entering your first “note”. Even if the re-enrollment trigger is “on” on your workflow, it will not be triggered by someone entering a second “note”. Nevertheless, it would be cool if this could work.
Who is this feature for?
Marketing & Sales (in my case)
What is their goal?
We have Sales reps that work in different parts of the world. I want them to benefit from each other by getting notified by someone’s notes on a contact/company record.
What value will this add?
Sales reps will be able to learn from the notes of other sales reps and also help each other out. Marketing team can monitor and help and/or get inspired.
This seems like an obvious feature, but it still does not seem to be working. We need to have email notifications sent out every time notes are entered on certain companies, not just once. Why would anyone want a notification only for the first note, and nothing for subsequent notes?