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johnhenry
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Member since ‎Oct 15, 2019
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Contributor
February 03, 2022
No brainer, must have considering this is a Marketing platform.
Contributor
November 08, 2021
Thanks for the reply Webdew. Will this create multiple tasks in the case that I would have multiple meetings?
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johnhenry on November 07, 2021
Hi Friends, I am looking to set up a workflow which would automate a user task - reminder for when a deal has an associated meeting linked to it. It would only trigger when it is a certain type of meeting. Works in theory for 1 meeting, but read more
0 upvote
3 Replies
Contributor
August 18, 2021
Very keen on this idea, will be helpful for my reporting!
Contributor
January 29, 2020
Hi Jake, Thanks for your post. I only saw this thread now. We noticied major issues last year regarding US traffic (we are Australian based). I f...read more
johnhenry on January 12, 2020
Hi Community, This idea is to create a YES/NO property which determines whether an open deal has an open task assigned to it. It would allow the Sales team to better track their Deals. The purpose is to ensure open deals are being follow read more
7 upvotes
4 Replies
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