Hi! Sometimes I set up a workflow incorrectly or something misfires. I would love to be able to enroll or re-enroll a contact into a workflow at a specific step. It would really help solve this issue. Thanks!
It would be very helpful to be able to edit an association label on a deal via a workflow. I have different pipelines for different products and I would like to label the deals on those specific pipelines with something so they stay within their own 続きを読む
Hi All! I am trying to have a deal created and labeled when a contact fills out a form. A) Is that possible? B) If the contact already has a deal associated with it, will both deals now have the same label? C) Am I making sense??? Tha 続きを読む
Hi! From time to time we step away from our desks for a variety of reasons and forget to mark ourselves as away. Sometimes a chat will come in and we neglect them on accident. Is it possible to have a feature that will automatically reassig 続きを読む
Hi! Sometimes I set up a workflow incorrectly or something misfires. I would love to be able to enroll or re-enroll a contact into a workflow at a specific step. It would really help solve this issue. Thanks!
It would be very helpful to be able to edit an association label on a deal via a workflow. I have different pipelines for different products and I would like to label the deals on those specific pipelines with something so they stay within their own 続きを読む
Hi All! I am trying to have a deal created and labeled when a contact fills out a form. A) Is that possible? B) If the contact already has a deal associated with it, will both deals now have the same label? C) Am I making sense??? Tha 続きを読む