3 Replies Latest reply on Feb 28, 2017 7:47 AM by Nate Oosterhouse

    Sales alert forwarding rules/CC rules

    Nate Oosterhouse

      Hello all,

       

      We are looking to forward web lead alerts (alerts that go to sales when someone fills out one of our web forms) to the appropriate Inside Sales Rep if the alert is sent to a Regional Sales Manager.  The only reason one of these alerts would go to the RSM would be because they are the record owner of that person in salesforce.  New leads go through salesforce auto-assignment (routing rules) to be assigned the appropriate ISR but pre-existing web leads go to their owner in sfdc.

       

      Is there any way to accomplish this in marketo?  If not marketo then sfdc?  We want the alert to still go to the RSM but we need to forward the alert or cc the appropriate ISR since RSMs can often miss these alerts.

       

       

       

      Thanks!