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KylieMar
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Membro desde ‎nov 17, 2019
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Kylie Mar

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PamelaSoh on Setembro 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 Leia mais
Responder Idéia Workflows
221 avaliações positivas
48 Respostas
KylieMar
Participante
Julho 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...Leia mais
MickeyFineGrain on Novembro 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 Leia mais
Responder Idéia
8 avaliações positivas
5 Respostas
KylieMar
Participante
Março 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...Leia mais
KylieMar on Fevereiro 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 Leia mais
Responder Idéia Workflows
17 avaliações positivas
3 Respostas
KylieMar
Participante
Março 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. ...Leia mais
KylieMar on Março 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 Leia mais
Responder Idéia Tasks
7 avaliações positivas
2 Respostas
alice2 on Fevereiro 10, 2020
Date based deal workflow
It would be great if you could create a date based deal workflow.
Responder Idéia Deals Workflows
93 avaliações positivas
23 Respostas
KylieMar
Participante
Março 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...Leia mais
JCassedy on 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 Leia mais
Responder Idéia Tasks
10 avaliações positivas
3 Respostas
KylieMar
Participante
Fevereiro 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 ...Leia mais
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