One of our Sales team members would rather not receive individual email alerts when a new lead is assigned to them. However, the rest of the team would like to receive the alerts. What's the best way to exclude 1 person from sending the alerts?
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Hello Safia Abbasi!
I'm not sure how your alerts are set up but I would think that a constraint would be the easiest way to filter out the one person who doesn't want alerts. Something like this in a flow step:
That way you can make sure alerts go to all the other lead owners but not the one who would rather not receive any.
Hope this helps!
Hello Safia Abbasi!
I'm not sure how your alerts are set up but I would think that a constraint would be the easiest way to filter out the one person who doesn't want alerts. Something like this in a flow step:
That way you can make sure alerts go to all the other lead owners but not the one who would rather not receive any.
Hope this helps!