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Capptions_Frank
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Frank Gruijters

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taasted on July 02, 2020
Cross-Object Workflow
Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal read more
Reply Idea Workflows
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Capptions_Frank
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September 09, 2020
I really need this as I'm trying to setup a renewal workflow and I'd like to send an automated email to the 'billing admin' or key user or whatsoever...read more
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