When creating a workflow to update a property based on some stage or activity, it would be useful to set the property date based on the day of the week. For example, if it's Monday, datestamp the payment date property for the previous Friday. If read more
My reps want to be assigned leads by day of the week, no matter how much I tell them it isn't standard or doable with automation. I tried having a workflow for each rep that only executes on the day that sales person is active but without limit read more
Currently if a user has access to edit one contact's property, they have access to edit all contact properties.
We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more