Thanks for joining my Inbound presentation Work Your Workflows: 18 Workflow Updates to Strengthen Your Automation Strategy.
Please feel free to use this thread for anything that would've happened if this was an in-person presentation— ask questions, network, and share your thoughts. I'd love to hear about ways you've found success using these updates.
Also @AnniKim , the one issue i've had with no. 16 (Control Merged Contact Workflow Enrollment), is that it is a GREAT update, however, it cannot be bulk applied, and that's exactly what we need to do with it.
Is there a way to do this?
And perhaps if you were able to set the default value for the account, so each time it was automatically set at Y or N, this would decrease the margin of error in workflow creation.
I'm guessing this second one is going to have to be a feature request?
Great presentation Today! Does the team have any plans to add Task Reassignment functionality as a workflow feature? This could make Sales Rep reassignments more efficient and reduce customer friction. For example, a workflow that says when a Deal, Company, or Contact owner is changed, then change the outstanding tasks assignment to the new object owner?
Hi @HarvestROI , we don't have immediate plans to address this. Would that reassignment always go to a new owner? Also, do you have any thoughts on what to do when/if an owner is removed?
Thank you for leading your session today! I learned so much, great way to start INBOUND! But I did have a question about permissions! Is there a way to set users as read-only on workflows and not give them edit capabilities. We have so many options for all the other marketing tools that this would be a nice feature. Many of our Sales staff want to see how a workflow is set up, but I do not want them to make any changes, just view.
So for a while, we have asked the possibility to schedule workflows to run for example everyday at 08:00 am. At that point, we want to automate that it moves the deals that haven't been updated for 3months to a new "expired" deal stage.
Hi Anni! Great job on your presentation today! How can you add an action to a workflow based on a value a contact has selected on a form in a previous action?
