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JFisher253
Membro

Creating End of Sequence Notification

resolver

Im tryign to create a workflow that will send a notfication to sales reps when any of their contacts complete or unenroll from a sequence. Has anyone done something similar?

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webdew
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Orientador(a) | Parceiro Platinum
Orientador(a) | Parceiro Platinum

Creating End of Sequence Notification

resolver

Hi @JFisher253 ,
You can create a contact based workflow and use contact property 'Last sequence ended date is known'
https://prnt.sc/1r3a7v2 and then next action will be send an internal email notofication to a rep.
The wf will look something like this: https://prnt.sc/1r3agqd

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

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webdew
Solução
Orientador(a) | Parceiro Platinum
Orientador(a) | Parceiro Platinum

Creating End of Sequence Notification

resolver

Hi @JFisher253 ,
You can create a contact based workflow and use contact property 'Last sequence ended date is known'
https://prnt.sc/1r3a7v2 and then next action will be send an internal email notofication to a rep.
The wf will look something like this: https://prnt.sc/1r3agqd

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

JFisher253
Membro

Creating End of Sequence Notification

resolver

Thank you!

 

0 Avaliação positiva