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tmckenna
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Member since ‎Sep 6, 2019
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Tonya McKenna

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abbyghattas on December 31, 2019
Automate Workflow From Playbook Submission
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 read more
Reply Idea Workflows
41 upvotes
10 Replies
ELaaksonen
Member
January 28, 2022
Yes please make it possible to enroll to a workflow after submitting a playbook. I cant believe this is not possible. So crippling
kristusv on January 22, 2020
Merge Deals
It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for read more
Reply Idea Deals
445 upvotes
50 Replies
T-Ahmed4
Member
April 11, 2022
yess right
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