Allow opportunity notification based on address book fields
We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.
Jin Yu commented
Thanks for the feedback Jon. I think the same scenario can be applied to customer service cases as well. For example, the account manager would like to be notified when a case has been created for one of my key accounts.