hwagner

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Huntington Wagner

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hwagner

Participant

July 12, 2022

Reply to Using sub-workflows for assignments and notifications

After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'

hwagner

Participant

July 12, 2022

Reply to Using sub-workflows for assignments and notifications

Appreciate the reply, but that would only work if we had the ability to use a relative 'Today' property... Otherwise, it leaves the potential for...read more

Solved

hwagner on July 09, 2022

Using sub-workflows for assignments and notifications

Hi Everyone, I've been working to optimize my workflows for scalability and encountering an issue that I should think is easy to solve, but can't figure it out.. (I have Enterprise) Old System: - I had numerous individual workflows for a read more

Reply Discussion Enterprise Notifications Sales Workflows

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hwagner

Participant

September 30, 2021

Reply to Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."

Thank you @MiguelGalvis ! I followed your instruction and it got me 90% of the way there, after a little more changes and testing, I was able to mak...read more

hwagner

Participant

September 28, 2021

Reply to Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."

Thank you for the suggestion and detail Miguel! I think I'm following your logic, I'll work through it and see if I can recreate your workflow (my Sp...read more

Solved

hwagner on September 27, 2021

Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."

Hello, Has anyone come up with creative ways to get around the enrollment criteria for Deals that is always based on "At least one associated deal has.." High-Level Example: I need to create a workflow that enrolls a contact based on if all read more

Reply Discussion Deals Professional Sales Workflows

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