Workflow actions for Opportunity followers and additional contacts
in progress
K
Keith Besherse
Thank you for giving us the fields for Additional Contacts and Followers of Opportunities.
However, we use HighLevel because it does things, not as a data repository.
The ability to take action on the data is as important as having access to the data.
Therefore, please prioritize adding Workflow actions &/o filters that would allow sending emails and text to Additional Contacts and Followers with these options (maybe more):
a. Primary Contact only (current behavior).
b. Primary plus Additional Contacts.
c. Primary Contact plus Additional Contacts and Followers.
d. only Followers.
e. Owner.
f. Primary Contact and Owner.
g. Primary plus Additional Contacts and Owner.
h. Primary plus Additional Contacts and Owner with Followers.
i. only Owner and Followers.
I imagine Workflow triggers will still be cued off only the primary contact or opportunity. And I imagine that only the Opportunity or the Primary Contact could be in the Workflow. And some messages would only need to be seen by the primary contact. But we would also want the ability to communicate with the additional people involved in the process.
Regarding Point 4 & 5: Is there a planned release for Workflow options to notify only the Primary Contact (current behavior) or Primary plus Additional Contacts or Primary Contact plus Additional Contacts and Followers or only Followers?
This is not a new feature. This is the obvious operational use of having Additional Contacts and Followers. Without the ability to take action, the fields are mere data, manually typed…
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S
Sales & Marketing
Merged in a post:
Email from Opportunity
B
Brandon Lee
Be able to create an email from the opportunity card and add data from the opportunity.
Email would include an association link to the opportunity so that the user knows what the email is associated with.
Allow for automation trigger/actions on these types of email responses.
P
Prasoon Dadhich
in progress
K
Keith Besherse
Prasoon Dadhich, thank you very much.
M
Marinus Hvelplund
Yes we need this for onboarding!
K
Keith Besherse
Also need an option on the email workflow action to include other contacts from the same company on the courtesy copy line.
K
Keith Besherse
Also, a manual "send email or SMS" button:
This might be an easier first step!
K
Keith Besherse
Yes, and the send email button should have the option to put all (or some combination of) the additional contacts and followers in the CC or BCC line of the resulting email.
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(RCI) Troy Powell
Adding a smartlist as a follow would be great or followers with specific tags.