I am trying to set up property values apon entering and leaving stages. So is there a way to force field, say a status, to be a certain value apon entering a stage? or maybe clearing out values if s...
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Select a label to view existing ideas by category::
Hello, I want to know if a contact arrives in my branch and fits only one of the branch's filters, it will move on to the next branch as it's not a fit for all the filters, right? I am concerned...
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Select a label to view existing ideas by category::
Select a label to view existing ideas by category::
Hi all, I created a workflow with the deal stage trigger at the top level, included with the membership list controlling the workflow. Will that work for all contact points in the workflow? Or do I ...
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Select a label to view existing ideas by category::
Select a label to view existing ideas by category::
I want to be able to move the cards of my deals in their stages automatically (not manually drag it every time). For example, a deal is created when an appointment in Scheduled. Once the appointmen...
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I created 1000 deals with overflow. Now I need to delete all of them however, it seems that I cannot delete deals through workflow. Do you have any suggestions for me because it's not easy to delete ...
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Select a label to view existing ideas by category::
Select a label to view existing ideas by category::
Is there a way to add functionality to assign workflows for deals? Almost everything we do is specific to the deal. To use workflows for the contacts, we would have multiples of the same task being a...
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Hi, We are looking to create a deal-based workflow with a trigger of change in deal stage. Thus, it will auto- enroll whenever the deal stage changes. We want real-time updates since the closest...
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Select a label to view existing ideas by category::
Select a label to view existing ideas by category::
I need to create a workflow. Is it possible to automatically create deal cards in the Partner Pipeline, tagged as "Talent," when BPOs fill out the interest form and select that they are interested in...
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Select a label to view existing ideas by category::
Select a label to view existing ideas by category::
Hi All, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? Fo...
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Select a label to view existing ideas by category::
Select a label to view existing ideas by category::
I can't figure out what the issue is. "dealname" isn't even a property so I can't fill it or edit it or even find it anywhere other than in this error. I've tried it a workflow with other steps as w...
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Select a label to view existing ideas by category::
Select a label to view existing ideas by category::