Workflow Automation
There should be an option on workflow automations to designate who the specific advisor/s, or empolyee/s the automation workflow is being created for.
For example if Jerry and Bob work through the same data base they have access to each other's calendar, contacts etc. But Jerry wants to create an automated workflow when activities are added. The downside to this is that when Bob now creates an activity it automates a workflow for him as well, and he does not like this feature.
11
votes
Crysta Remondet
shared this idea
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Lisa commented
Our work around has been to create duplicate workflows for each advisor, but it's a big pain and a ton of extra work. This solution make so much more sense!