bulk enroll companies in workflows

nateangell

Just like one can bulk enroll contacts in workflows (like from a list of contacts), one should be able to bulk enroll companies in workflows (eg, maybe also from a list or view of companies).

 

In my use case, I wanted to change the deal stage of all deals associated with a list of companies that had specific characteristics, which I could easily create as a company list or view. The only way I could figure out how to do this was instead put all the criteria for the company list into the workflow trigger, which works, but is not helpful as the workflow would have to be changed every time the company criteria changes.

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1 Reply
SteveHTM
Contributor | Partner

Agreed - it seems wholly inconsistent to have Company lists that can't be used for either manual enrollment in Company workflows OR where membership can't be used as a trigger for a Company workflow.