3 Replies Latest reply on Dec 23, 2014 1:48 PM by James Glavin

    Sales Alerts including Previous Data and New Data

    James Glavin

      Hi there,

      I'm trying to set up a Sales Alert that tells our sales team when an existing lead fills in a web form with new contact data. When this happens, the sales owner needs to look at the changes in data to decide if it requires them to take action in our CRM.

      I was hoping there was a way to use tokens to be able to send an email alert along the lines of "Your contact has changed their response to this question from X to Y". I have been experimenting with Sales Alerts, but I'm struggling to find a way of pulling in the previous data. 

      Has anyone found a way to achieve this?

      Thanks,

      James