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smk
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Member since ‎Sep 14, 2017
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Stephen Kuhn

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smk on November 01, 2022
Create a workflow that will force last activity update
I want to create a workflow with a trigger of: deal stage changed within the last 1 day that will force the Last Activity Date property to update to today (or the time that the workflow runs). Suggestions? (I'm doing this because read more
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Solved
smk on May 21, 2021
Meeting Cancelled Event
I want to create a workflow to change a deal stage if a meeting is cancelled. Possible? Thanks.
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smk
Member
March 20, 2021
Reply to Deals whose primary contact is not currently in a sequence
Karsten, thank you once again for your thoughtful reply. Appreciated.
Solved
smk on March 17, 2021
Deals whose primary contact is not currently in a sequence
Hi. I have a bunch of deals in a pipeline at a particular stage. I would like to get a list of all deals whose primary contact is not currently in a sequence. Possible? Thanks.
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smk
Member
March 12, 2021
Reply to Workflow to create a deal...if it doesn't already exist
Karsten and Webdew - thank you both very much for your efforts. I will work with these suggestions and see if I can solve the problem. Thanks ag...read more
smk
Member
March 11, 2021
Reply to Workflow to create a deal...if it doesn't already exist
Karsten, thanks again. The problem is that we have multiple deals and multiple pipelines. We could have a deal in another pipeline but not in this ...read more
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