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ELiao
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Member since ‎Jun 10, 2021
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Erica Liao

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ELiao on June 27, 2022
Allow merged deal to enroll in the deal type workflow
Hello team, It will be nice if we can have the setting to let the merged deal to re-enroll in the deal type workflow if it meets the (re)enrollment criteria. There's the set up for Contact workflow (sceenshot), but there's no this option in the read more
Reply Idea Workflows
0 upvote
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ELiao
Member
May 05, 2022
Reply to Joined List Date
This will be super helpful! Upvote!
ELiao
Member
January 11, 2022
Reply to Need to bulk associate Activities with a Deal
Upvoting the idea! I'd really like to use workflow to associate activites with records like deal, can safe a lot of time and energy, thank you!
ELiao
Member
November 15, 2021
Reply to Ability to control meeting outcomes via workflow
Would be super nice and useful if we can update the activity outcome with workflow! thank you:)
ELiao on November 07, 2021
Update/ modify engagement (activity) via Workflow
Hello team, I think it will be really nice if we can use workflow to update the engagement/ activity for associated object like contat or deal. Thank you! Best regards, Erica
Reply Idea Contacts & Companies Deals Workflows
1 upvote
0 Reply
ELiao
Member
October 28, 2021
Reply to Making calculations within reports or dashboards
Please! really need this feature:) thank you!
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