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June 16, 2015
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Setting alerts for Sales team

  • June 16, 2015
  • 1 reply
  • 1485 views

One of our Sales team members would rather not receive individual email alerts when a new lead is assigned to them. However, the rest of the team would like to receive the alerts. What's the best way to exclude 1 person from sending the alerts?

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Best answer by

Hello Safia Abbasi​!

I'm not sure how your alerts are set up but I would think that a constraint would be the easiest way to filter out the one person who doesn't want alerts. Something like this in a flow step:

That way you can make sure alerts go to all the other lead owners but not the one who would rather not receive any.

Hope this helps!

1 reply

Accepted solution
June 16, 2015

Hello Safia Abbasi​!

I'm not sure how your alerts are set up but I would think that a constraint would be the easiest way to filter out the one person who doesn't want alerts. Something like this in a flow step:

That way you can make sure alerts go to all the other lead owners but not the one who would rather not receive any.

Hope this helps!