The leads need to go to several different sales reps

  • Kate Almanza
    Asked on March 24, 2020 at 1:55 AM
    2.) The form I created is to capture leads from incoming calls & Facebook messages. These leads need to go to several different sales reps. How do I make the JOT form go to the appropriate sales rep? Different customer service reps will complete the form and I want the form to come the upper management (3people) & the appropriate sales rep. How do I do that?
  • jherwin
    Replied on March 24, 2020 at 1:57 AM

    You can send the notification to the intended recipient using conditional logic, please review this guide: How-to-Send-Email-Based-on-User-s-Answer

    You can also add multiple email address in the email notification, here's the guide: Send-Notifications-to-Multiple-Recipients