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ChangelogCSMs are told when a customer asks an expert for changes

CSMs are told when a customer asks an expert for changes

When a customer asks an expert to change their bid, the lead’s CSM now hears about it, and hears again when the expert sends the revision. Until now only the SDM and the expert knew, so the CSM could not tell the customer where things stood.

  • The notification is about the lead. It says which lead the request is on and opens the lead’s workspace. It does not name or open the bid — bids stay with the SDM.
  • The SDM, the expert and the customer are told as before. Nothing changes in what they receive.
  • No double notices. A CSM who is also the lead’s SDM gets the SDM’s notification only.
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