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SarahX
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Membre depuis ‎oct. 21, 2020
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  • Réponses
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
    301
  • Idées
    15

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SarahX le Avril 23, 2024
Add ability to assign tasks to team members by rotation in workflows
It would be super useful to be able to assign tasks to members of a team on a rotated basis just like the "Rotate Record Owner" function in workflows. Not only would this mean that tasks could be distributed evenly, it would also mean that Lire la suite
Répondre Idée Tasks Workflows
0 Mention J'aime
0 Réponse
SarahX le Avril 11, 2024
Allow tasks to be assigned to job role rather than specific user
It would be really useful if tasks could ber assigned via workflows to a job role rather than a specific user. When a user changes position or leaves the organisation we need to find all the workflows that task that user and change them over. This h Lire la suite
Répondre Idée Tasks Workflows
0 Mention J'aime
0 Réponse
PrashanthRV le Avril 26, 2022
Using roles for assigning ownership in workflows
Hello! I have multiple workflows where contacts get assigned to users. What's happening is when a user leaves the organization, we need to manually browse all these workflows and make the change with her/his replacement. Wouldn't be nice if workflo Lire la suite
Répondre Idée Contacts & Companies Workflows
2 Mentions J'aime
1 Réponse
SarahX
Contributeur
Avril 11, 2024
We need this. Assiging workflow ctions to users causes many hassles down the line. For workflows to have any longevity this needs to be a feature.
Hal le Juin 25, 2019
Time in Deal Stage
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Répondre Idée Deals
408 Mentions J'aime
154 Réponses
SarahX
Contributeur
Avril 08, 2024
Hi @JeannieN , will this be available for ticket pipelines too?
nathanparis le Mai 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f Lire la suite
Répondre Idée Contacts & Companies Workflows
345 Mentions J'aime
107 Réponses
SarahX
Contributeur
Mars 27, 2024
How are we going with this one in 2024? Is it on the road map yet? Seems like it is posible if others have solved it with developers and apps. Could ...Lire la suite
SarahX le Mars 04, 2024
Add the ability to associate workflows with records
It would be really useful to have a card on the right-hand column of a record (contact, ticket or deal) where you could associate a workflow with a particular record. I often create workflows that are only relevant to a specific ticket or deal a Lire la suite
Répondre Idée Workflows
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