Auto-Trigger Sequences Based on Deal Stage Changes
I would love the ability to auto trigger specific sequences whenever a deal moves into a different stage. Then I wouldn't need to manually enroll each individual person in the deal into the sequences, and could keep the sales process moving along easily.
Edit: so looking at this thread gave me an idea of a workaround. I set the trigger criteria for the workflow to be when the Deal Stage "is known", and the re-enrollment criteria to be when the Deal Stage "is known". I have tested it, and it does inded correctly trigger whenever there is a change in the Deal Stage.
Our company really needs this. Seems weird they don't have it already!
Debe ser un usuario registrado para añadir un comentario aquí. Si ya está registrado, inicie sesión. Si todavía no está registrado, hágalo e inicie sesión.