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mattejames
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Member since ‎Apr 23, 2019
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mattejames on June 21, 2019
Unsubscribe from all mail via workflow
We would love to unsubscribe contacts from all email via workflow. Our Sales process makes use of workflows to consolidate common actions through scenarios. For example, if a lead has decided that they are no longer interested and would like to read more
Reply Idea Workflows
55 upvotes
14 Replies
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
353 upvotes
109 Replies
mattejames
Member
June 21, 2019
Intersting use case. I actually have a different one, but would love the same feature. Example 1: When making mass edits, we like to put in a ...read more
ndwilliams3 on January 25, 2017
Workflow Step Notes
Workflows can be complex and it would be great it you could add notes to a step to explain what it's doing for other members on the team. In programming, you leave comments in the code to help explain a function, why not have something similar in read more
Reply Idea Workflows
65 upvotes
44 Replies
mattejames
Member
April 23, 2019
I would LOVE to see this as well.
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