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krob
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Member since ‎Jul 11, 2017
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bellawu on April 06, 2017
We should be able to set the CRM Deal Stage property in workflows
We should be able to set the CRM Deal Stage property in workflows, so we can send Inline EDM follow ups on mass to sales prospects in the deal funnel. This will then automatically jump the prospect to a new deal stage in the CRM. I get that there read more
Reply Idea Workflows
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krob
Member
July 11, 2017
If the deal property changes I don't know why it's that hard to also change that deal's stage....Really need this functionality!
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