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Hmm that might solve for if the lead is not tied to an account, but we would still want the contact owner within an account to receive the alert (because our account owners don't always own all of the contacts in that account). Sounds like the separate Boolean field is the way to go. Thank you both ...
We want to be able to send alerts to sales owners and account owners based off of a download trigger, but don't want someone that owns both the person and the account to get duplicate email alerts - is there a way to set it up so that if the person and account owner are the same they only get one al...