Add Assignment Rules to the Accounts table in Sales Accelerator
Currently we can set Assignment rules for Leads and Opportunities. We can create segmentation rules for Accounts, but we can't create any assignment rules - this would be very helpful as our accounts are owned by different users based on the territory they fall into geographically and the type...
Ability to re-run assignment rules for changed records - even if the segment hasn't changed.
It would be helpful if we could trigger Sales Accelerator to re-run the assignment rules for a segment if the record has changed - even if the segment has not. Currently you can specify that assignment rules should be run automatically if a record is newly added to a segment, but this doesn't ...
Prefill & Map form fields to both Lead & Contact columns
Currently the new RTM Prefill Forms feature only seems to populate the form fields mapped to the same record type - this needs to map across record types.
What we need to be able to do is to send a link to a form in an email to a list of Contacts.
When that fo...