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MichaelHM
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Member since ‎Nov 12, 2019
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Michael Manes

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HReiser on April 07, 2022
Forecasting lines
Would love to see the capability to enter data by month/week/year for forecasting leads and sold deals. That way, when you create bar graphs onactuals or actuals compared to last year, you can also see actuals compared to forecast. Did we hit our read more
Reply Idea Analytics Tools
29 upvotes
12 Replies
MichaelHM
Participant
April 08, 2022
OMG, +1 by a dinosaur million! 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍
MichaelHM on February 04, 2021
How can I create a workflow to run 2 different sets of emails depending on date?
I need a workflow to run one set of emails (primary series) during Q1, Q2, Q3 in any given year, but I need a second set of emails to run (secondary series) during Q4. Ideas I've tried that don't seem to work If/then Branches based on dates read more
Reply Discussion Professional Workflows
0 upvote
6 Replies
MichaelHM
Participant
February 05, 2021
SOLUTION: I gave up and just created 2 workflows. Because the enrollment trigger is a form fill, I was able to set periods of the form submission (...read more
MichaelHM on February 04, 2021
How can I create a workflow to run 2 different sets of emails depending on date?
I need a workflow to run one set of emails (primary series) during Q1, Q2, Q3 in any given year, but I need a second set of emails to run (secondary series) during Q4. Ideas I've tried that don't seem to work If/then Branches based on dates read more
Reply Discussion Professional Workflows
0 upvote
6 Replies
MichaelHM
Participant
February 05, 2021
SOLUTION: I gave up and just created 2 workflows. Because the enrollment trigger is a form fill, I was able to set periods of the form submission (...read more
MichaelHM on February 04, 2021
How can I create a workflow to run 2 different sets of emails depending on date?
I need a workflow to run one set of emails (primary series) during Q1, Q2, Q3 in any given year, but I need a second set of emails to run (secondary series) during Q4. Ideas I've tried that don't seem to work If/then Branches based on dates read more
Reply Discussion Professional Workflows
0 upvote
6 Replies
MichaelHM
Participant
February 05, 2021
SOLUTION: I gave up and just created 2 workflows. Because the enrollment trigger is a form fill, I was able to set periods of the form submission (...read more
MichaelHM on February 04, 2021
How can I create a workflow to run 2 different sets of emails depending on date?
I need a workflow to run one set of emails (primary series) during Q1, Q2, Q3 in any given year, but I need a second set of emails to run (secondary series) during Q4. Ideas I've tried that don't seem to work If/then Branches based on dates read more
Reply Discussion Professional Workflows
0 upvote
6 Replies
MichaelHM
Participant
February 05, 2021
SOLUTION: I gave up and just created 2 workflows. Because the enrollment trigger is a form fill, I was able to set periods of the form submission (...read more
MichaelHM on February 04, 2021
How can I create a workflow to run 2 different sets of emails depending on date?
I need a workflow to run one set of emails (primary series) during Q1, Q2, Q3 in any given year, but I need a second set of emails to run (secondary series) during Q4. Ideas I've tried that don't seem to work If/then Branches based on dates read more
Reply Discussion Professional Workflows
0 upvote
6 Replies
MichaelHM
Participant
February 05, 2021
SOLUTION: I gave up and just created 2 workflows. Because the enrollment trigger is a form fill, I was able to set periods of the form submission (...read more
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