We use workflows to send emails to our customers throughout their program with us which is usually 20 weeks long and they get around 4 check in emails throughout that time. The sales team would like to be able to go into a contact and see whic read more

Hello! I am trying to figure out how / if I can setup a Workflow to trigger ongoing monthly or quarterly task reminders to their respective contact owners for our "Tier 1" and "Tier 2" contacts. The goal is for our team to get a regular outreach rem read more

We are using a workflow to let a member of the operations team know when a contact is qualified to be sent a asset via USPS. The individual contact appears on a list with other contacts that are also qualified to be sent mail. The operations member read more

We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow change read more

I'm creating a workflow that will automatically trigger a task based on a customer meeting the parameters. When I tried to create a customer that suited these parameters to test, I got the error message: " [CONTACT] would not enroll because the work read more

My main Task tab is not showing at all, and when I go into a contact's information, all it lets me do is create a note. I can not assign a task or activity or call, etc... only a note. So I can't make ANY tasks whatsoever!! Anyone know why? What am read more