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RebeccaTroelstr
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Member since ‎May 18, 2017
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RealtyButler on February 08, 2017
How can I change deal stages with the Workflows tool?
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl read more
Reply Discussion Workflows
57 upvotes
31 Replies
RebeccaTroelstr
Participant
June 15, 2017
Where did you find this "Beta test hub" idea? I'd love to have acces to it.
bellawu on April 06, 2017
Folders to organize Workflows
Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a read more
Reply Idea Workflows
588 upvotes
109 Replies
RebeccaTroelstr
Participant
May 21, 2017
Yes to this. I have an eternally long list of workflows that all apply to different aspects of my business. I'd love to be able to group them.
mikeabowles on May 15, 2017
Workflows assign task to Task Queue
Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue.
Reply Idea Tasks Workflows
195 upvotes
80 Replies
RebeccaTroelstr
Participant
May 18, 2017
Agreed. Task Queues are kind of useless if I have to manually add them to a Queue each time. Would be great if workflow made it automatic.
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