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blaxxun
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Member since ‎Dec 12, 2017
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waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
304 upvotes
83 Replies
RebeccaNixon
Participant
December 14, 2018 08:48
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more
Thomas_Vanguard on September 18, 2017
Associate a Deal to a Task in a Workflow
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
Reply Idea Deals Tasks Workflows
66 upvotes
26 Replies
AnnaKellett
Contributor
April 23, 2020 00:49
Thank you @MeganLegge that makes sense, sorted now! Appreciate your quick response 🙂
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