Hi, I want to create a work flow to create a new ticket based off if a phone called has been logged under a contact. However, I've managed to mostly get it to work but it will only even trigger once and if another phone call is logged a 2nd tick read more

Hello In peak times, we sometimes miss the clients call. I would like to automatically create a task "call the client back" for the deal owner but I can't find how. It seems I can only creta task for when the Sales tried to reacjk the cient and coul read more

Hi, I'm trying to build a workflow that gives a deal a certain property based on whether they have booked a call with the deal owner. Is this possible to do? Thanks