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L_P
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Member since ‎Jul 12, 2021
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Lyndon Penson

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L_P
Contributor
January 20, 2025
Reply to Activity Based Workflows
Hello Megan, can you use logged meetings as a trigger as well or is it only calls at this stage?
L_P
Contributor
June 11, 2024
Reply to Activity Based Workflows
@MHolzer I do not see it on my menu when creating workflow. Please clarify, is it called something different than "activity based trigger" please? ...read more
L_P
Contributor
April 04, 2024
Reply to Activity Based Workflows
@MHolzer thanks very very much
L_P
Contributor
March 28, 2024
Reply to Activity Based Workflows
@MHolzer Great, please can you share how you did this?
L_P
Contributor
October 16, 2023
Reply to Activity Based Workflows
Activity based workflows are just so needed. My use case was updating a "last completed meeting date" for companies and contacts so you could manage ...read more
L_P on September 22, 2023
Field which is clickable link eg quick google, credit check etc (concat text string to build query)
So that in a contact view there's a single click option to go to some website query based on variables. Use cases - quick google, credit checks, and many more. At time of writing you can do rich text fields with below however they require 3 read more
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