Re: Sharing Watchlists

Anonymous
Not applicable

Sharing Watchlists

For sales teams that are partnering in their prospecting activities, is there a way to either a.) share that a certain lead has been added to a watchlist through Sales Insight, or b.) using Smart Campaigns inform on the lead or contact record through an Interesting Moment that a Sales team member has added the contact to their watchlist?

Any help would be greatly appreciated!! 🙂
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2 REPLIES 2
Anonymous
Not applicable

Re: Sharing Watchlists

You'd want a trigger listening for the watchlist addition, but I don't see this listed as an option.  Would be good to add as a community idea.
Anonymous
Not applicable

Re: Sharing Watchlists

That is a good idea.  Let's get some people to "like" it.