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kropfy247
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Member since ‎Jun 4, 2020
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  • Upvotes Given
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  • Upvotes Received
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Jonathan Kropf

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kropfy247 on July 01, 2022
It seems the only time based entity you can create workflows on are contacts. It owuld be logical to have this on Deals as well you want to be able to manage and alert based on deals and their close or open date. EG, send a message to a sa read more
0 upvote
1 Reply
jessio on May 30, 2018
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a read more
127 upvotes
41 Replies
Participant
June 11, 2022
Agreed. It is ridiculous. Throws activity reporting out the window
jessio on May 30, 2018
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a read more
127 upvotes
41 Replies
Participant
June 11, 2022
Agreed. It is ridiculous. Throws activity reporting out the window
jessio on May 30, 2018
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a read more
127 upvotes
41 Replies
Participant
June 11, 2022
Agreed. It is ridiculous. Throws activity reporting out the window
kropfy247 on April 28, 2022
I dont understand how Recurring meetings are not sync'd or ar not available. Its fundamental to customer management
0 upvote
0 Reply
Solved
kropfy247 on June 30, 2020
Creating a Date Property on a Company record is useless as you cannot trigger any workflows based on this date. There are multiple reasons for this. We track certain contract renewals on the company record. Quarterly/half yearly reviews and reminder read more
1 upvote
5 Replies
Participant
July 06, 2020
Im still battling to see how that is 90 dyas before a future date?
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