Send Automation Email Template to # of Deal Participants vs only Primary Deal Person

Jennie Lau
Jennie Lau Member Posts: 22 VERIFIED MEMBER
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Hi Team, Currently the Automation to send out an Email Template only let's us select 1 "Deal Contact Person". Please allow us to automate sending out the email to certain number of Deal Participants. Perhaps I only need the first 2 or 3 Deal Participants to be copied in that automation each time.

I recognize sometimes users have other vendors listed as participants but they're not really the deal decision maker or main contact, hence the need to be able to control the number of Deal Participants that should be included in that automation.

This is much needed, a lot of use cases requires copying a spouse or other business partners involved in the same Deal. We have no way of copying pertinent deal decision makers in the same communication at this time. Thank you!

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