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
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.
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.