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SColeman4
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SColeman4 on June 28, 2022
Workflow to copy most "recent sales email replied date" for active deals to a new Deal property
I am trying to copy the most "recent sales email replied date" (rsepd) for active sales deals from the contact record to a newly created Deal property (Last prospect email reply). The objective is to create a list that shows by Deal, by Rep when read more
Reply Discussion
0 upvote
11 Replies
SColeman4
Member
June 29, 2022
Karsten, I think I get it. I need to stop the original workflow (Workflow 0) that created Last email from prospect (created by copying "recent sales...read more
Solved
SColeman4 on June 28, 2022
Workflow to copy most "recent sales email replied date" for active deals to a new Deal property
I am trying to copy the most "recent sales email replied date" (rsepd) for active sales deals from the contact record to a newly created Deal property (Last prospect email reply). The objective is to create a list that shows by Deal, by Rep when read more
Reply Discussion
0 upvote
11 Replies
SColeman4
Member
June 29, 2022
Karsten, I think I get it. I need to stop the original workflow (Workflow 0) that created Last email from prospect (created by copying "recent sales...read more
Solved
SColeman4 on June 28, 2022
Workflow to copy most "recent sales email replied date" for active deals to a new Deal property
I am trying to copy the most "recent sales email replied date" (rsepd) for active sales deals from the contact record to a newly created Deal property (Last prospect email reply). The objective is to create a list that shows by Deal, by Rep when read more
Reply Discussion
0 upvote
11 Replies
SColeman4
Member
June 29, 2022
Karsten, I think I get it. I need to stop the original workflow (Workflow 0) that created Last email from prospect (created by copying "recent sales...read more
Solved
SColeman4 on June 28, 2022
Workflow to copy most "recent sales email replied date" for active deals to a new Deal property
I am trying to copy the most "recent sales email replied date" (rsepd) for active sales deals from the contact record to a newly created Deal property (Last prospect email reply). The objective is to create a list that shows by Deal, by Rep when read more
Reply Discussion
0 upvote
11 Replies
SColeman4
Member
June 29, 2022
Karsten, I think I get it. I need to stop the original workflow (Workflow 0) that created Last email from prospect (created by copying "recent sales...read more
Solved
SColeman4 on June 28, 2022
Workflow to copy most "recent sales email replied date" for active deals to a new Deal property
I am trying to copy the most "recent sales email replied date" (rsepd) for active sales deals from the contact record to a newly created Deal property (Last prospect email reply). The objective is to create a list that shows by Deal, by Rep when read more
Reply Discussion
0 upvote
11 Replies
SColeman4
Member
June 29, 2022
Karsten, I think I get it. I need to stop the original workflow (Workflow 0) that created Last email from prospect (created by copying "recent sales...read more
Solved
SColeman4 on June 28, 2022
Workflow to copy most "recent sales email replied date" for active deals to a new Deal property
I am trying to copy the most "recent sales email replied date" (rsepd) for active sales deals from the contact record to a newly created Deal property (Last prospect email reply). The objective is to create a list that shows by Deal, by Rep when read more
Reply Discussion
0 upvote
11 Replies
SColeman4
Member
June 29, 2022
Karsten, I think I get it. I need to stop the original workflow (Workflow 0) that created Last email from prospect (created by copying "recent sales...read more
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