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deanrenshaw
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Mitglied seit ‎Sep 29, 2020
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Dean Renshaw

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OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property Beitrag ansehen
Antworten Diskussion CRM
58 Likes
82 Antworten
deanrenshaw
Mitwirkender/Mitwirkende
September 27, 2022
That is mega @stuartbalcombe
deanrenshaw on September 26, 2022
Lead Rota - Salesperson on holiday
Hi, Is there are way of syncing users from salesforce or bamboo HR to denote if they are away from the office? I have a team receiving leads and not all are available due to holiday and sickness. I have hooked up a 'no contact with lead' wor Beitrag ansehen
Antworten Diskussion Workflows
0 Likes
2 Antworten
deanrenshaw
Mitwirkender/Mitwirkende
September 27, 2022
Why thank you Pam, Will post as idea! 🙂
deanrenshaw on September 26, 2022
Lead Rota - Salesperson on holiday
Hi, Is there are way of syncing users from salesforce or bamboo HR to denote if they are away from the office? I have a team receiving leads and not all are available due to holiday and sickness. I have hooked up a 'no contact with lead' wor Beitrag ansehen
Antworten Diskussion Workflows
0 Likes
2 Antworten
deanrenshaw
Mitwirkender/Mitwirkende
September 27, 2022
Why thank you Pam, Will post as idea! 🙂
Gelöst
deanrenshaw on September 14, 2022
Lead not spoken to
Does anyone have a workaround or way I can time a lead from creation to first spoken to? I'm looking at triggering a lead re-allocation based on the user not contacting the lead. We have the below that would work in conjunction. I can currently Beitrag ansehen
Antworten Diskussion Workflows
1 Likes
4 Antworten
deanrenshaw
Mitwirkender/Mitwirkende
September 15, 2022
You guys are wonderful. The main issue is that the lead rota in a workflow can't be linked to bamboo etc. So a lead could hang around with a sal...Beitrag ansehen
Gelöst
deanrenshaw on September 14, 2022
Lead not spoken to
Does anyone have a workaround or way I can time a lead from creation to first spoken to? I'm looking at triggering a lead re-allocation based on the user not contacting the lead. We have the below that would work in conjunction. I can currently Beitrag ansehen
Antworten Diskussion Workflows
1 Likes
4 Antworten
deanrenshaw
Mitwirkender/Mitwirkende
September 15, 2022
You guys are wonderful. The main issue is that the lead rota in a workflow can't be linked to bamboo etc. So a lead could hang around with a sal...Beitrag ansehen
deanrenshaw on August 03, 2022
populating a deal source from workflow campaigns
Can I take a deal related to a workflow goal and popuate the source? So basically Contact added to the workflow the deal has been created and the goal met I can't find the individual deal to populate - workflows tend to just populate al Beitrag ansehen
Antworten Diskussion CRM Deals Workflows
1 Likes
2 Antworten
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