Alerting Contact Owners Of Other Users Working With Contacts
Sep 15, 2020 3:34 PM
I'm trying to find a way to let my salespeople know if a contact they own is contacted or has an activity created by a different salesperson. My company doesn't allow our people to work contacts that belong to someone else so this will head off misunderstandings between salespeople.
Any ideas? I've tried every workflow iteration I can think of, but I'm not able to make this happen.
Thanks in advance!