Virtual team
- 01 Nov 2024
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Virtual team
- Updated on 01 Nov 2024
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Virtual team: accounts
| Actions | Impact on Virtual team |
|---|---|
| When the account owner is assigned | The owner is added to the virtual team |
| Account owner changed from the Details page | The owner is replaced in the virtual team |
| Account owner is added from the Role/Function tab | The new owner is added to the virtual team |
| Account owner changed from Role/Function tab | The owner is replaced in the virtual team |
| The user adds a comment to Notes | The user adding the note is added to the virtual team |
| The user is mentioned in Notes | The mentioned user gets added to the virtual team |
Virtual team: opportunities
| Actions | Impact on virtual team |
|---|---|
| When an opportunity is created | Virtual team members from the associated account are copied over |
| When an opportunity owner is assigned | The owner is added to the virtual team |
| When an opportunity owner is changed | The new owner is added to the virtual team |
| When an opportunity owner is added from the Partners tab | The new owner is added to the virtual team |
| When an opportunity owner changed from Partners tab | The old user in the virtual team is replaced by the new owner |
Virtual team: quotes
| Actions | Impact on virtual team |
|---|---|
| When a quote is created | Virtual team members from the associated account are copied over |
| When a quote owner is assigned | The owner is added to the virtual team |
| When a quote owner is changed | The new owner is added to the virtual team |
| When a quote owner is added from the Partners tab | The new owner is added to the virtual team |
| When a quote owner is changed from the Partners tab | The old user in the virtual team is replaced by the new changed owner |
| When a quote owner is changed using the "assign quotes to me" | The old user in the virtual team is replaced by the new owner |
Virtual Team: task
| Actions | Impact on virtual team |
|---|---|
| User creates task | The owner is added to the virtual team |
| Task owner changed from the right-side bar | The old user in the virtual team is replaced by the new owner |
| Assignees added from the right-side bar | The added assignees are added to the virtual team |
| User adds comment to Notes | The user adding the note is added to the virtual team |
| User is mentioned in Notes | The mentioned user is added to the virtual team |
Who receives the email
- The Notes tab in each record displays the Virtual Team below notes so that the user knows who will be notified
- The user posting the note does not receive an email notification
- User can mute self so as not to receive a notification
What changes trigger an email
- User note
- Ability to write a system note (which triggers an email to the virtual team excluding the muted members), to cover the below use case:
When sending approval emails, a record with the reason, name, and time stamp will be logged in the Quote under the 'Notes' tab. This is to ensure the submitter is rested and assured that the email is sent with the ability to follow up with the right person. Based on the approval flow, after L1 approval, an approval email will be sent to L2 VP Gate.
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