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Status Backlog
Categories Contacts Custom fields
Created by Guest
Created on Dec 9, 2023

Ability to generate contact lists dynamically based on custom fields

Instead of having static contact lists, they should be dynamically updated based on contact lists. This will ensure that the right people are getting emailed every time without having to remember to manually update organizational changes.

For example, if a certain internal contact is associated with Account XYZ and then later switches to managing Account ABC, then they should be removed from the contacts list for the XYZ success team and onto the contacts list for the ABC list.

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