How to notify contact owner when deal owner is someone else?
I've received an inquiry to setup notifications to contact owner when deal owner is someone else. How would you go about this? It could be an option to create a workflow that copies deal owner to deal collaborator and contact owner to deal owner, but doesn't seem possible.
To start with though, could you please give a use case as to when that would be needed, i.e. what would the contact owner be notified about? Changes in the deal, activities, etc?
The first thing that comes to mind is to have a contact-based workflow and the enrolment trigger would be contact that has a deal linked to it (or a deal in a specific pipeline/stage, etc.) and then an IF statement regarding what needs to happen. Therefore, IF that has happened, send an internal email to the contact owner linked to that deal regardless of who the deal owner is. As it would be a contact-based workflow, the system will let you use "contact owner" as the default option anyway.
The more context you can add though, as to why this is needed, the more relevant solutions I can come up with 🙂