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TLang
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Member since ‎Sep 9, 2021
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Tim Lang

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TLang on January 02, 2024
Hi there, I am trying to use Goals more effectivley. As an example if our sales team completes all their tasks for a day. Goals seems to be a bit limited. Are there any third party apps that integrate to make goal tracking more robust?
3 upvotes
6 Replies
TLang on December 13, 2023
I figured out a work around to make workflows work with activites and allow for reenrollement. It has some limitations, but might work for some people. Lets say you want to trigger a task to be created everytime a phone call is made. You can c read more
Solved
TLang on December 12, 2023
Hi, I have been trying to create a list of people not called in ther last 14 days. So I have tried engament type call more than 14 days. However I need to include people that have never been called so I added "or" activity type not call. B read more
0 upvote
1 Reply
TLang on December 12, 2023
Hi there, I have tried everyhing I can think of to make this workflow work: "A sales person is talking to a contact and the contact says they want a sample with thier logo on it. The sales person needs to communicate to our warehouse that a sa read more
0 upvote
6 Replies
Participant
December 12, 2023
Also, when I create a file record in contact I cannot upload a file to it. It is just and editable text field..
hhiggins on October 03, 2019
It would be a great addition to workflows if there were a feature for an enrollment trigger for when notes are added to contact, company, deal, or ticket records. Currently, there are activity triggers for "call notes" and "task notes" being added/u read more
Participant
December 12, 2023
I agree this is needed
TLang on December 12, 2023
Hi there, I have tried everyhing I can think of to make this workflow work: "A sales person is talking to a contact and the contact says they want a sample with thier logo on it. The sales person needs to communicate to our warehouse that a sa read more
0 upvote
6 Replies
Participant
December 12, 2023
Also, when I create a file record in contact I cannot upload a file to it. It is just and editable text field..
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