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MylesF
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Member since ‎Nov 25, 2019
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Myles Fish

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ds_cv on February 05, 2019
Add contact and/or company timeline activity to deal from workflow
I've set up a workflow that creates a deal in our sales pipeline when the lead status of a contact is changed. The problem is that the timeline activity/emails from the contact or others from the company is not synced automatically with the deal in read more
Reply Idea Contacts & Companies Deals Workflows
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MylesF
Member
November 25, 2019
"For me, this basically defeats the purpose of having a workflow to automate this process." AGREED
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