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How can we set up an automated email notification when a case is created, to all users with a specific profile (e.g.: Account Executive & Account Consultant), who have access to the related account (based on territory assignment rules)?
3 件の回答
  1. 2011年11月3日 22:07
    unfortunately yes. or you can add all these executives and account consultants in a public group and then send alert to that public group. this way you will not need to update each account team. 

     

    this second option is better.
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