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jpapka
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Member since ‎Aug 13, 2019
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Jacob Papka

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k8isgreat on June 28, 2017
Automatically associate contact/company records with Deals
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more
Reply Idea Contacts & Companies Deals
347 upvotes
98 Replies
jpapka
Member
August 19, 2019
I definitely agree with this. If at minimum, it would be nice to have the ability within my workflow to add a contact to an existing deal.
ryanfcasey on June 16, 2017
Workflow delay until task complete
I would love to be able to assign a task in a workflow, then delay that workflow from proceeding until the aforementioned task is completed. Here is my use case: I have a quote request form that gets filled out. If the contact already has a Hub read more
Reply Idea Marketing Emails Workflows
94 upvotes
37 Replies
jpapka
Member
August 13, 2019
Agreed!
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