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lynton_samantha
Member | Elite Partner
Member | Elite Partner
Member since ‎Aug 12, 2020
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Samantha Winski

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NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
967 upvotes
253 Replies
lynton_samantha
Member | Elite Partner
March 14, 2022
This would be especially helpful in the case where we need to copy properties from one object to another. Since the native "copy a property" relies o...read more
agnsob on September 10, 2018
Internal emails sent from deal workflow
I was trying to build a new deal-centered workflow. Whenever the deal is moved to closed lost / won , we want to send an internal notification to the commercial team members. Currently, it is only possible to send an external marketing email. read more
Reply Idea Deals Workflows
28 upvotes
20 Replies
lynton_samantha
Member | Elite Partner
August 12, 2020
Another upvote for the addition of allowing for embedding of contact, company tokens in deal workflow internal notifications. Since we're not able to...read more
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