I'm setting up a workflow, and i'm confused as to what is the enrollment trigger condition that i must use for "meetings booked". How to differentiate the following: There are two ways meetings can be booked via the meeting tool: A) Prospec read more
We have staff which shifts overlap for a few hours, sometimes they end up working on the same ticket, as they don't know who is working in it or not, with Zendesk we were able to see when an agent was working with a ticket, by displaying if an agen read more
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually.
this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Currently, if I want to check for duplicate tickets, or I want to check to see if a contact simply has multiple open tickets, I have to go to the contact record for the contact associated with the ticket, and check there. It's an extra step that fe read more
On the ticket object, it would be helpful if there was functionality that automatically identified any potential duplicate tickets. This would avoid multiple people working on the same request. We previously used Sales Force and an app by Internet read more