I would like to trigger a sales task or email reminder when the the Revisit Date (custom deal property) is “today.” As is, I …

Hi @bethfoulk Deal-based workflows are in beta now! I hope that these would allow you do what you are after. Meanwhile, you…

Hi @palves1 A deal-based workflow should work for this, if you have Sales Pro or the Marketing Hub? You can set specific de…

And … - see [Now Live] Deal-based and Ticket-based Workflows

I’d like to create a task based on a deal property date rather than a contact property date. Is this possible? More specific…

Trigger a workflow or smart list addition from a DEAL date property

palves1 July 2, 2018, 5:01pm 4

I need to report on the deal itself. - so when a trigger happens I want to alert sales that this deal is now in a new stage. How can I do that?

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