Adding Contacts from a Contact Roles relationship in CoPilot
Would love to see the ability to pull in, and filter, Contacts based on their affiliation with an attached Contact Roles.
Example: Wanting to fire a New Customer email. Org uses Opportunity Contact Roles. Want to send new customer email to 3 out of the 5 listed Contacts in that Opportunities Contact Roles. Could filter them out based on Role type.
I have a bunch of other, very similar use cases that I'd like to implement for customers.
Example: Wanting to fire a New Customer email. Org uses Opportunity Contact Roles. Want to send new customer email to 3 out of the 5 listed Contacts in that Opportunities Contact Roles. Could filter them out based on Role type.
I have a bunch of other, very similar use cases that I'd like to implement for customers.