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February 28, 2014
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Send Alert Send To - Help

  • February 28, 2014
  • 3 replies
  • 1067 views

Is there any way to add in the "opportunity owner" as a send to option? We have the lead owner and account owner, but have a situation where we will need to send to an opportunity owner.   Any ideas?

Thanks!

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Best answer by Conor_Fitzpatri
Hi Ashley,

In my last company we had this same problem - such a pain! We used a program called Demandtools to update the contact owner to match the opporunity owner. It sounds like these may be different people in your orgnization, but wanted to tell you about it just in case.

-Conor

3 replies

February 28, 2014
Unfortunately, Mkto doesn't have the ability to reference the Opportunity Owner. You can build out the same alert in SFDC and have it triggered and sent from that system.
February 28, 2014
Thanks for the help Jeff.  Thats what I was thinking, but wanted to see.

Ashley
Conor_Fitzpatri
Conor_FitzpatriAccepted solution
Level 5
February 28, 2014
Hi Ashley,

In my last company we had this same problem - such a pain! We used a program called Demandtools to update the contact owner to match the opporunity owner. It sounds like these may be different people in your orgnization, but wanted to tell you about it just in case.

-Conor