how to send a contact record to the contact owner

SOLVE
Dave94040
Participant

I am "cleaning" our records and when I find a contact record that needs "cleaning" I want to send it to the contact owner for him to "clean".   How would I do that?  thanks, Dave

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Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @Dave94040 

 

One approach could be to create a task for the contact owner. They should get a notification, unless they have turned those off, and there is a lasting task against the contact if they aren't able to deal with it right away. 

 

Alternatively, you could add them to a static list and give the list URL to the relevant contact owner to periodically check. 

 

Would one of these suit? 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @Dave94040 

 

One approach could be to create a task for the contact owner. They should get a notification, unless they have turned those off, and there is a lasting task against the contact if they aren't able to deal with it right away. 

 

Alternatively, you could add them to a static list and give the list URL to the relevant contact owner to periodically check. 

 

Would one of these suit? 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post