Profil

MichaelHM
Participant
Membre depuis ‎nov. 12, 2019
  • Solutions
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  • Réponses
    5
  • Mentions J'aime ajoutées
    4
  • Mentions J'aime obtenues
    4
  • Idées
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Activité

HReiser le Avril 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 Lire la suite
29 Mentions J'aime
12 Réponses
Participant
Avril 08, 2022
OMG, +1 by a dinosaur million! 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍 👍
MichaelHM le Février 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 Lire la suite
0 Mention J'aime
6 Réponses
Participant
Février 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 (...Lire la suite
MichaelHM le Février 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 Lire la suite
0 Mention J'aime
6 Réponses
Participant
Février 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 (...Lire la suite
MichaelHM le Février 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 Lire la suite
0 Mention J'aime
6 Réponses
Participant
Février 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 (...Lire la suite
MichaelHM le Février 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 Lire la suite
0 Mention J'aime
6 Réponses
Participant
Février 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 (...Lire la suite
MichaelHM le Février 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 Lire la suite
0 Mention J'aime
6 Réponses
Participant
Février 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 (...Lire la suite
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