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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
57 upvotes
31 Replies
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
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
223 upvotes
118 Replies
Participant
December 10, 2020
It will be so useful..
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