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shipjosh
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MichaelC on February 01, 2019
Creating contacts and/or companies in workflows
Today it is possible to create a deal from a contact or a company workflow. But it is not possible to create a contact or a company from a deal workflow. Trying to automate as much as possible of our sales processes this sometimes accours to be an i read more
Reply Idea Workflows
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shipjosh
Member
September 22, 2020
Seems pretty simple to implement. Can we get an update on when this feature might be added?
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