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Can CC talk to fields NOT on the lead record?

Question asked by Lauren Linsalata on Sep 17, 2019

Hey there! We're looking at the CC functionality and investigating how many different things it can talk to - we use Salesforce, and are very interested in CCing people who are connected to the lead via a Relationship record. Has anyone had any luck adding new CC fields that are on something other than the lead or contact record?

 

Thanks!

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