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ContaNobordist
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Member since ‎Dec 10, 2020
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RealtyButler on February 08, 2017
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl read more
56 upvotes
31 Replies
Participant
May 05, 2021
Shame this only seems to be available in Enterprise
joshflightbucks on April 11, 2017
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
221 upvotes
118 Replies
Member
July 06, 2021
That's great @JoeMayall . Thanks for the heads up. Also love the notifications update in this release.
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