11 Replies Latest reply on Jan 11, 2018 11:24 AM by Sanford Whiteman

    Is there a way to send an alert to an ISR? (not the Sales/Account owner)

    Nancy Rosenthal

      Our lead lifecycle processes leads first through the Inside Sales Reps, then gets qualified and moved to Sales.  As such, I would like to use my Lead Scoring to alert the ISR (another field on our SFDC Lead object, which is also synced to Marketo) when the scoring reaches a specific custom defined threshold.  But, the only options for Send Alert that I am seeing are to either the Sales Owner or the Account Owner.  Has anyone encountered this and figured out a work around?

      I even thought that maybe I could use a token for the "to other emails"  but I don't believe that will work, or at least I don't know for sure if this will work.

       

      Thanks for any help anyone can offer here.