Contact import sheet permissions
I have my automation's set up for my users and I have the automation set up as contact added, permission to, user name if they add themselves as the servicing advisor or writing advisor to the new contact.
My suggestion is when I send a contact import sheet for bulk up load there is a servicing advisor field. However, when you all do the bulk upload the automation is not triggered. Can you please set it up when I do a bulk up load and have the servicing advisor listed as well as the automation set up that only that servicing advisor can see that contact?
Thank you!
4
votes
Candace Mastropolo
shared this idea
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Joyce Sullivan commented
I second this! This would be a huge time saver!