Notify employees of CRM assignment updates

The CRM Assignments app helps keep your sellers and customer account reps informed of changes to customer relationship management (CRM) records. The app sends three different notification types:

• Account Assigned Notifications will alert an employee when they are assigned a Team Member Role in the Account record.

• Case Assigned Notifications will alert an employee when they are assigned as the Case Owner in the Case record.

• Opportunity Assigned Notifications will alert an employee when they are assigned a Team Member Role in the Opportunity record. Out of the box, it will only send a notification when the recipient is different than the record modifier (so you're not sending yourself a notification after you update a record with your own name). Any app feature can be modified to your preferences.