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CRM Idea Center
Status Future consideration
Categories Accounts & Contacts
Created by Amery Zita
Created on Oct 16, 2024

Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts already managed (e.g., 110) and the number of new accounts requested (e.g., 50).

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