Ability to assign Manual Actions to "Followers" in Workflows
D
Daniel Aragon
Currently, the "Manual Action" step in Workflows only allows assigning the task to the Assigned User. However, in many sales teams, multiple collaborators (Followers) need to take action on a single lead without changing the primary ownership of the contact.
Proposed Logic for Multiple Followers:
To solve the conflict when a contact has more than one follower, I suggest the following options within the workflow step:
Assign to First Follower: Creates the action only for the first person added to the list.
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