Send automated notifications to deal owners

You can dynamically send automated notifications to deal owners as soon as their contacts/leads have completed a specific step in an automation. For example, you may wish to notify a deal owner if their lead visited a page on your site or alert a user that a new deal has been assigned to them.

To set this up, follow the steps below:

  1. Go to the Automations overview page and click the “Edit” button for the automation you wish to edit.

    click_automations_then_edit.png

  2. From the right side menu, click “Sending Options” then click “Notify Someone.”

    Sending_options_then_notify_someone.png

  3. Drag the notification action to your desired spot in your automation.
  4. In the “Send to” field, type the following personalization tag:
    %DEAL_OWNER_EMAIL%

    Send_to_deal_owner.png

  5. Complete the rest of the notification fields and click the “OK” button:
    Compose_message_and_click_ok.png

Now every time contacts encounter this step in your automation, a notification will be sent to their respective deal owners.Sen

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