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ContaNobordist
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RealtyButler on February 08, 2017
How can I change deal stages with the Workflows tool?
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
Reply Discussion Workflows
56 upvotes
31 Replies
ContaNobordist
Participant
January 20, 2021
It is possible to create a workflow to change the deal stage when a quote is signed by a customer?
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
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
Reply Idea Account Settings
222 upvotes
118 Replies
ContaNobordist
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December 10, 2020
It will be so useful..
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