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KylieMar
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Miembro desde ‎nov 17, 2019
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PamelaSoh en Septiembre 18, 2018
Allow reenrollment for activity type criteria
"Activity type" workflow condition is fairly new and it doesn't allow for re-enrollment trigger. There are many instances whereby users want to track sales emails being sent to contacts and to reenroll contacts into the workflow to create tasks Leer más
Responder Idea Workflows
221 Me gusta
48 Respuestas
KylieMar
Participante
Julio 13, 2020
We would li ke to be able to automatically set up a task to call client w hen someone books a meeting. Not sure why the meeting booking feature doe...Leer más
MickeyFineGrain en Noviembre 12, 2019
Re: Hide deals that have been won/lost
Hi, thank you for the reply. Unfortunately this is not what I am trying to do, I am aware of the filters. Your answer essentially just empties out that stage. I just want to hide older ones and keep recent newer deals in the pipeline. I am lookin Leer más
Responder Idea
8 Me gusta
5 Respuestas
KylieMar
Participante
Marzo 15, 2020
I also need this featue. I don't want to delete the deal or change the deal to archived. I need it to remain eitherlost or won. I don't want all w...Leer más
KylieMar en Febrero 12, 2020
Annual automated tasks or reminders
I need to be able to create an automated workflow or task. So that on the 1st of Jan every year. Every deal that is in a particular pipeline will have a financial statement printed. I know this can be dont for contacts but i need to be able to be Leer más
Responder Idea Workflows
17 Me gusta
3 Respuestas
KylieMar
Participante
Marzo 11, 2020
Hey @Kierlyn Can you give me an example of what you want to do? You can create time stamps on your contact and deals and trigger off those dates. ...Leer más
KylieMar en Marzo 05, 2020
Sort task by not completed in deal or contact area.
When Im inside a deal. and click on the tasks tab. The tasks come up in order that they were created. Rather than what is still outstanding. which means when working on a particular deal you may miss and old task that you need to complete but is l Leer más
Responder Idea Tasks
7 Me gusta
2 Respuestas
alice2 en Febrero 10, 2020
Date based deal workflow
It would be great if you could create a date based deal workflow.
Responder Idea Deals Workflows
93 Me gusta
23 Respuestas
KylieMar
Participante
Marzo 05, 2020
@ChristianE If you read my question and @alice2 answer you will see she needs it to be based on Deal not contact. So the link you provided is us...Leer más
JCassedy en Agosto 02, 2019
Task Pop-Out Window to Contain Notes, Emails, Call Info for Context
I find that I get severely sidetracked when I use the tasks on the Tasks page . I click the task, then click usually into contact or the deal, then review my notes and previous communications, then make my call or fulfill my to do, but then I feel Leer más
Responder Idea Tasks
10 Me gusta
3 Respuestas
KylieMar
Participante
Febrero 19, 2020
When logging a note you can check a box to create a task, the name and description of tasks created this way are titled non-descriptively "follow up ...Leer más
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