Dec 5, 2022 12:29 PM
I have a rep that has requested to receive a notification/email when all the contacts within a company have completed a sequence. Is there a way to do this with a workflow that would distinguish contacts from the same company? For example: rep enrolls 20 contacts from Company A in a sequence, once all 20 contacts have completed the sequence, he receives an email.
Dec 5, 2022 6:35 PM
One way is to export selected data and create a custom report with some advanced automation. I can provide more advice if you can share some sample data with me, please feel free to message me directly.