A watcher is a specific person on your team that you want to include in to an opportunity, a job, or a quote where the person normally would not see due to visibility restrictions or be notified of it’s existence or changes.
Remember, the sales team doesn’t receive notifications because there can be many people on each sales team. That’s why watchers is so useful. the “Opp Owner” and “Watchers” are the ONLY people who will receive notifications.
You add someone as a watcher by using the “@”+the user you select. (In Sync+ in your email, you do NOT need the @ symbol).
By adding a user as a watcher, two things happen:
- The watcher user can view and edit the opportunity, job or quote regardless of whether they are members of the sales teams assigned to the opportunity.
- Email notifications will be received by the watcher as if they were the owner of the opportunity, the job or the quote. “You have been added as a watcher to Opportunity XYZ”, for example. Also, opportunity owner changes will trigger email notifications to the watchers.
Common Uses of Watchers
Examples of when to use watcher features:
- I have a specialist in a particular product line, an I want to opt them into an opportunity so they get involved. Even if they aren’t on my sales team.
- I have a manager than needs to be made aware of this opportunity, and I want the manager to get all email notifications about this opportunity.