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hwagner
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Mitglied seit ‎Jan 2, 2020
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Huntington Wagner

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Gelöst
hwagner on Juli 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 Beitrag ansehen
Antworten Diskussion Enterprise Notifications Sales Workflows
0 Likes
5 Antworten
hwagner
Teilnehmer/-in
Juli 12, 2022
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
Gelöst
hwagner on Juli 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 Beitrag ansehen
Antworten Diskussion Enterprise Notifications Sales Workflows
0 Likes
5 Antworten
hwagner
Teilnehmer/-in
Juli 12, 2022
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
Gelöst
hwagner on Juli 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 Beitrag ansehen
Antworten Diskussion Enterprise Notifications Sales Workflows
0 Likes
5 Antworten
hwagner
Teilnehmer/-in
Juli 12, 2022
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
hwagner on Februar 26, 2022
How to track number of page views within a session?
Hi Everyone, Been trying to figure out a foolproof way to devise this idea in a workflow.. Goal: Create a property that will accurately track the number of page views within the most recent session on our website Why: To identif Beitrag ansehen
Antworten Diskussion
0 Likes
1 Antwort
Gelöst
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 Beitrag ansehen
Antworten Diskussion Deals Professional Sales Workflows
0 Likes
6 Antworten
hwagner
Teilnehmer/-in
September 30, 2021
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...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Antworten Diskussion Deals Professional Sales Workflows
0 Likes
6 Antworten
hwagner
Teilnehmer/-in
September 30, 2021
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...Beitrag ansehen
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