プロフィール

AEL
メンバー
コミュニティー参加日: ‎3 31, 2017
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  • いいね!した数
    2
  • いいね!獲得数
    82
  • ご意見・ご提案
    1

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Anne Lehan

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アクティビティ

AEL 3月 31日, 2017
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta 続きを読む
80 いいね!
33 コメント
AEL
メンバー
8月 12日, 2021
@steinarslatten -- good catch! I think that's going to be helpful for our sales team. But I was using a list as part of the workflow because I hav...続きを読む
AEL 3月 31日, 2017
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta 続きを読む
80 いいね!
33 コメント
AEL
メンバー
8月 12日, 2021
@steinarslatten -- good catch! I think that's going to be helpful for our sales team. But I was using a list as part of the workflow because I hav...続きを読む
waihonger 1月 03日, 2017
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign 続きを読む
306 いいね!
83 コメント
AEL
メンバー
7月 10日, 2017
I already commented on this issue, but wanted to add that we'd like to use Deals for non-sales activity, such as a personalized business development ...続きを読む
waihonger 1月 03日, 2017
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign 続きを読む
306 いいね!
83 コメント
AEL
メンバー
7月 10日, 2017
I already commented on this issue, but wanted to add that we'd like to use Deals for non-sales activity, such as a personalized business development ...続きを読む
AEL 3月 31日, 2017
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta 続きを読む
80 いいね!
33 コメント
AEL
メンバー
8月 12日, 2021
@steinarslatten -- good catch! I think that's going to be helpful for our sales team. But I was using a list as part of the workflow because I hav...続きを読む
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