Sales Email

EMarsh8
Member

Want to send reps a notification when contacts from same company complete sequence

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.

Thank you!

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Malcolm_Chiu
Participant

Want to send reps a notification when contacts from same company complete sequence

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.