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Recurring Update Requests by Contact

Mike Baker1
edited 12/09/19 in Archived 2016 Posts

I have a sheet that serves as a team pipeline report and I would like to have a weekly update request where every row assigned to a specifc person is included automatically in the request.  Each row has one designated person in charge and I would like for them to receive the notice to update each of their projects in the pipeline report.  As it stands now the update requests are static to a point in time. Any new deals have to added to separate update request each time and the team member has to get multiple requests each week.  I would like the single request to update as deals are put on and taken off the sheet.  


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