Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful.
Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that all participants in a deal could be better tracked, updated and worked with would help a ton. I know that texting and emailing may be sent to a third party for execution - I'm talking about the need for the triggers, identification of role and other things that would be needed to send automation requests to the third party marketplace vendor.