Question

Automated Tasks + Tags

  • 5 December 2023
  • 0 replies
  • 8 views

I am setting up task automation, the opportunity owner is usually an Account Executive and we tag SDRs to the opportunities. When creating task automation, if I tag one of my SDRs would they be notified--I guess what I’m really asking is what is the point of having tags at the bottom of the task automation set up?


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