Send Automated Emails and SMS from Opportunity Owner
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Troy Howard
It is great that we can now set an opportunity owner but we need the ability to send automated emails and SMS from the opportunity owner instead of the contact owner. We have multiple marketing services that our clients can sign up for which are handled by different employees. We can now create and assign the different employees to the different opportunities for the same contact but we need to be able use something like {{opportunity.user.name}} or {{opportunity.user.email}} to send automated emails from the opportunity owner, not the contact owner. I would love the same thing for SMS. I want to be able to select "Send from Opportunity Owner" instead of "Assigned User".
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J
Jacob Mueller
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Michael Orr
Agree with everyone below. Shocking that this isn't already possible. We have lots of instances where the person communicating with a client for an opportunity varies across opportunities!
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Steve Kiernan
This is almost 2 years old - how does a crm and marketing automation platform not have this. Tell me you don't care without telling you don't care ffs.
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Jerome Besnard
Yes, much needed: send (and received) emails to opportunity owners. We sell multiple services and we have multiple sales consultants attached to one contact. Consequently, some of my automated email sometimes go to the wrong salesperson.
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Pallavi Kothari
Merged in a post:
⚡ Opportunity Owner Information Needed For Workflows ⚡
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Shanna Raper
Automations need to be able to identify and use Opportunity Owner information (not just the Contact Owner).
Here are a couple of use cases where this functionality is critical:
⚡ Sending automated notifications directly to the Opportunity Owner
⚡ Allowing customers to schedule with the Opportunity Owner via their calendar link in an automated email
Right now, it's only possible to do this using the Contact Owner's information, which limits how we can leverage automations for smooth sales workflows.
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Shanna Raper
Pleeeeeeeeeeeeeeeeeeeeeease add "Assigned To: (Email)" so we can send internal notifications to the opportunity owner.
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Peter Bove
Agree, this feature would be very helpful
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Katie Colihan
Cosigning this! This would be paramount for us. We're using GHL in the home improvement field (Fences, Decks, Railings) and a customer could easily have 2 projects (opportunities) happening at the same time managed by two different members of the team. We need to be able to send SMS as the opportunity owner + have that opportunity owner receive alerts that the customer has replied.
Our current workaround is simply having a 2nd contact for the customer, but in order for this to work, we have to enable duplicated ph#s, which causes issues elsewhere.
TL;DR: PLEASE.
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Stacey Allen
Critical!!!
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Shanna Raper
Yes! Very much needed!
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