Skip to main content
August 1, 2013
Question

Sharing Watchlists

  • August 1, 2013
  • 2 replies
  • 741 views
For sales teams that are partnering in their prospecting activities, is there a way to either a.) share that a certain lead has been added to a watchlist through Sales Insight, or b.) using Smart Campaigns inform on the lead or contact record through an Interesting Moment that a Sales team member has added the contact to their watchlist?

Any help would be greatly appreciated!! :-)
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

August 2, 2013
You'd want a trigger listening for the watchlist addition, but I don't see this listed as an option.  Would be good to add as a community idea.
August 2, 2013
That is a good idea.  Let's get some people to "like" it.