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blaxxun
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Member since ‎Dec 12, 2017
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waihonger on January 03, 2017
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
304 upvotes
83 Replies
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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
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
66 upvotes
26 Replies
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April 23, 2020 00:49
Thank you @MeganLegge that makes sense, sorted now! Appreciate your quick response 🙂
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