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MichaelHM
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Miembro desde ‎nov 12, 2019
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HReiser en Abril 07, 2022
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 Leer más
29 Me gusta
12 Respuestas
Participante
Abril 08, 2022
OMG, +1 by a dinosaur million! 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍
MichaelHM en Febrero 04, 2021
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 Leer más
Participante
Febrero 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 (...Leer más
MichaelHM en Febrero 04, 2021
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 Leer más
Participante
Febrero 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 (...Leer más
MichaelHM en Febrero 04, 2021
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 Leer más
Participante
Febrero 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 (...Leer más
MichaelHM en Febrero 04, 2021
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 Leer más
Participante
Febrero 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 (...Leer más
MichaelHM en Febrero 04, 2021
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 Leer más
Participante
Febrero 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 (...Leer más
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