Hi! Is there a way to move a deal stage based on completing a task or multiple tasks using a workflow? Workflow Example: Deal Enrollment Trigger = Pipeline and Deal Stage 1. Create Task - To do 2. Create Task - To do 3. Create Task - To d read more
Hi! Is there a way to move a deal stage based on completing a task or multiple tasks using a workflow? Workflow Example: Deal Enrollment Trigger = Pipeline and Deal Stage 1. Create Task - To do 2. Create Task - To do 3. Create Task - To d read more