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Re: Send Alert Send To - Help

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Anonymous
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Send Alert Send To - Help

Is there any way to add in the "opportunity owner" as a send to option? We have the lead owner and account owner, but have a situation where we will need to send to an opportunity owner.   Any ideas?

Thanks!

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Conor_Fitzpatri
Level 6

Re: Send Alert Send To - Help

Hi Ashley,

In my last company we had this same problem - such a pain! We used a program called Demandtools to update the contact owner to match the opporunity owner. It sounds like these may be different people in your orgnization, but wanted to tell you about it just in case.

-Conor

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Anonymous
Not applicable

Re: Send Alert Send To - Help

Unfortunately, Mkto doesn't have the ability to reference the Opportunity Owner. You can build out the same alert in SFDC and have it triggered and sent from that system.
Anonymous
Not applicable

Re: Send Alert Send To - Help

Thanks for the help Jeff.  Thats what I was thinking, but wanted to see.

Ashley
Conor_Fitzpatri
Level 6

Re: Send Alert Send To - Help

Hi Ashley,

In my last company we had this same problem - such a pain! We used a program called Demandtools to update the contact owner to match the opporunity owner. It sounds like these may be different people in your orgnization, but wanted to tell you about it just in case.

-Conor