Email Notify Lead/Contact Owner AND MANAGER | Community
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A
Anonymous
October 16, 2013
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Email Notify Lead/Contact Owner AND MANAGER

  • October 16, 2013
  • 3 replies
  • 1131 views
We have a scoring system that notifies lead/contact owners when a person hits a certain score.

Would be great to have the option to notify the lead or contact owner AS WELL AS that person's manager as identified in the SFDC hierarchy.

Lead follow up is MUCH less likely to get dropped if a manager is included on notifications.



3 replies

K
kh-lschutte
New Participant
February 7, 2020
No text available
A
Anonymous
November 14, 2013
A workaround is to create a custom field in Salesforce with the manager's email address (as a text value, not a lookup field) and then sync it down to Marketo to use as a token in the "To Other Emails" area of the "Send Alert" flow action.


A
Anonymous
October 16, 2013
This would be fantastic. We have a similar issue and haven't been able to get managers included in the lead follow up other than adding all of them to lead notification.
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