In a saved search, what setting must be used to email only the assigned Sales Rep when search criteria are met?

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The correct choice is focused on ensuring that email notifications sent from the saved search are directed precisely to the Sales Rep associated with the records that meet the specified criteria. By utilizing the Recipient from Results tab and selecting the Recipient Field as Sales Rep, each time the saved search is executed and returns results, the email notifications will automatically go to the designated Sales Rep responsible for those records. This targets the communication effectively, ensuring the appropriate individual is notified based on the search results.

Utilizing this approach streamlines the notification process, making sure that only the relevant Sales Rep receives the emails, rather than sending out notifications to a broader audience that might include other unrelated team members. This can enhance productivity by reducing unnecessary emails and ensuring that Sales Reps receive timely information directly relevant to their responsibilities.

The other options may not specifically configure the saved search for sending emails solely to the Sales Rep. For instance, the first choice refers to a specific recipients setting, which does not necessarily tie back to the results of the search, and may result in emails being sent to predetermined individuals not directly associated with the records searched. Meanwhile, the settings related to updates pertain to different triggers for email alerts and do not directly control the recipient based on search results.

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