I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
The Deal Workflow currently only has two ways to update a Date Property: Static Date - a Fixed Date Date of Step - Date when the action was executed Ask: To be able to update Deal Date properties dynamically in a Workflow, where the close date, read more
I want to be able to hyperlink some text with a token. I want to store the URL for a user to sign up / create their account as a property, and then in a template say " Click here to sign up " (and hyperlink that CTA).
"Activity type" workflow condition is fairly new and it doesn't allow for re-enrollment trigger. There are many instances whereby users want to track sales emails being sent to contacts and to reenroll contacts into the workflow to create tasks read more