Ability to filter specific contacts on deal workflows
I'm loving the deal workflows, but there's one thing I've found is still quite difficult to implement. I'd like to be able to set a custom property on contacts (e.g. "contact role"), and then send out specific emails to that person based upon deal stage + contact role.
Currently you can filter deals based upon a contact property (target deals with a contact that has contact role set), but that then targets all of the contacts on the deal. There's no good way to filter who receives the email. It just notes that it goes out to up to 100 contacts on the related deal.
Our current goal is to send out automated follow-up emails to only the primary contact on closed won deals. We don't want to involve every person on the deal, since it won't be pertinent to them. However, I can think of many other use cases. If we were categorizing contacts into specific buying roles (champions, economic buyers, technical buyers), we could then have target email workflows that go out to them as the deal reaches certain stages. That way you could send them notes/resources on what will happen at each point in the sales cycle and specialized content pertinent to their role.
Let me know if I can clarify. Thanks!