how to send a contact record to the contact owner

Dave94040 · ‎7 31, 2020

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

Phil_Vallender · ‎7 31, 2020

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.

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Phil_Vallender · ‎7 31, 2020

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.

CRM