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SarahX
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Membro desde ‎out 21, 2020
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Sarah Xu

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abbyghattas on Dezembro 31, 2019
Automate Workflow From Playbook Submission
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat Leia mais
Responder Idéia Workflows
175 avaliações positivas
39 Respostas
SarahX
Colaborador(a)
Abril 24, 2024
I would like to see this feature. Also the ability to create a ticket from a playbook would be very useful.
SarahX on Abril 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 Leia mais
Responder Idéia Tasks Workflows
1 avaliações positivas
0 Respostas
SarahX on Abril 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 Leia mais
Responder Idéia Tasks Workflows
0 avaliações positivas
0 Respostas
PrashanthRV on Abril 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 Leia mais
Responder Idéia Contacts & Companies Workflows
2 avaliações positivas
1 Respostas
SarahX
Colaborador(a)
Abril 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 on Junho 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!!
Responder Idéia Deals
408 avaliações positivas
154 Respostas
SarahX
Colaborador(a)
Abril 08, 2024
Hi @JeannieN , will this be available for ticket pipelines too?
nathanparis on Maio 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 Leia mais
Responder Idéia Contacts & Companies Workflows
345 avaliações positivas
107 Respostas
SarahX
Colaborador(a)
Março 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 ...Leia mais
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