As a manager I’d like to follow every customer in my portfolio until they leave. Also, I want the CSMs that will eventually be getting these accounts from my Implementation team to follow them too.
Doing this from a rule allows us to set a very helpful mechanism to getting updates in place without having to constantly manage the follows manually.
Hi
For your second ask, this is something that you can already do. Head over to Notification Settings, and set the field value you want to auto-follow companies / relationships (CSM is a default field, but you could imagine creating a “Team Manager” field to also have them auto-follow their team’s book of business.
But having people follow can be done smoothly. It’s the unfollow piece that really need tackling.
A
Having said that, there is still a use case where we would need to bulk update/remove users from follows via Rules Engine.
+1 on this!
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