I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat Leer más

Tasks can be created from the sales extension tool - Chrome, Outlook on Web and Outlook on Desktop - and will be associated to the contact the email is sent to. However, if this email is logged to associated records to the contact, the task wi Leer más