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hwagner
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Member since ‎Jan 2, 2020
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Huntington Wagner

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hwagner on July 09, 2022
Using sub-workflows for assignments and notifications
Hi Everyone, I've been working to optimize my workflows for scalability and encountering an issue that I should think is easy to solve, but can't figure it out.. (I have Enterprise) Old System: - I had numerous individual workflows for a read more
Reply Discussion Enterprise Notifications Sales Workflows
0 upvote
5 Replies
hwagner
Participant
July 12, 2022
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
Solved
hwagner on July 09, 2022
Using sub-workflows for assignments and notifications
Hi Everyone, I've been working to optimize my workflows for scalability and encountering an issue that I should think is easy to solve, but can't figure it out.. (I have Enterprise) Old System: - I had numerous individual workflows for a read more
Reply Discussion Enterprise Notifications Sales Workflows
0 upvote
5 Replies
hwagner
Participant
July 12, 2022
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
Solved
hwagner on July 09, 2022
Using sub-workflows for assignments and notifications
Hi Everyone, I've been working to optimize my workflows for scalability and encountering an issue that I should think is easy to solve, but can't figure it out.. (I have Enterprise) Old System: - I had numerous individual workflows for a read more
Reply Discussion Enterprise Notifications Sales Workflows
0 upvote
5 Replies
hwagner
Participant
July 12, 2022
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
Solved
hwagner on September 27, 2021
Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."
Hello, Has anyone come up with creative ways to get around the enrollment criteria for Deals that is always based on "At least one associated deal has.." High-Level Example: I need to create a workflow that enrolls a contact based on if all read more
Reply Discussion Deals Professional Sales Workflows
0 upvote
6 Replies
hwagner
Participant
September 30, 2021
Thank you @MiguelGalvis ! I followed your instruction and it got me 90% of the way there, after a little more changes and testing, I was able to mak...read more
Solved
hwagner on September 27, 2021
Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."
Hello, Has anyone come up with creative ways to get around the enrollment criteria for Deals that is always based on "At least one associated deal has.." High-Level Example: I need to create a workflow that enrolls a contact based on if all read more
Reply Discussion Deals Professional Sales Workflows
0 upvote
6 Replies
hwagner
Participant
September 30, 2021
Thank you @MiguelGalvis ! I followed your instruction and it got me 90% of the way there, after a little more changes and testing, I was able to mak...read more
Solved
hwagner on September 27, 2021
Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."
Hello, Has anyone come up with creative ways to get around the enrollment criteria for Deals that is always based on "At least one associated deal has.." High-Level Example: I need to create a workflow that enrolls a contact based on if all read more
Reply Discussion Deals Professional Sales Workflows
0 upvote
6 Replies
hwagner
Participant
September 30, 2021
Thank you @MiguelGalvis ! I followed your instruction and it got me 90% of the way there, after a little more changes and testing, I was able to mak...read more
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