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pulpou
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Gabriel Pasqualini

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pulpou on September 01, 2020
Remove all company contacts from selling lists.
Hi ! When I win or loose a deaI I need to remove all the contacts that belong to that company from all the selling sequences and lists. Because I don't want to continue contacting them. How can I do this automatically with a Workflow that triggers read more
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SonarHome on September 20, 2019
Automatically add contact to deal in workflow
In our business activities we sometimes need to act as an intermediary between two parties. For that reason I would like to have an option of assigning automaticaly contacts to a Deal, when Deal reaches specific part of the Pipeline. Is there read more
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pulpou
Member
August 31, 2020
I need to implement the same thing, I need to add a contact to a deal when it reaches a certain stage.
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