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RBabar
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Member since ‎Nov 19, 2021
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RBabar
Contributor
September 10, 2024
Reply to Internal Email Reminders
One last question - do I have to attach this workflow to each stage (image attached) of all pipelines? or will this be automatically triggered? ...read more
RBabar
Contributor
September 09, 2024
Reply to Internal Email Reminders
unm.. you would have to ellaborate it to me. The idea is to send emails to deal owners automatically when the activity date id beyond x day. my quest...read more
RBabar
Contributor
September 09, 2024
Reply to Internal Email Reminders
RBabar
Contributor
September 09, 2024
Reply to Internal Email Reminders
I tried this; however it is triggered everytime I enroll deals manually in the workflow- is there a way to check this weekly and trigger this workflo...read more
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RBabar on September 09, 2024
Internal Email Reminders
How to generate email reminders to Deal owners to update deals status based on their last activity date?
Reply Discussion Deals Workflows
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RBabar
Contributor
May 12, 2022
Reply to Add/associate form submission activity with deal along with contact
This is a dissconnect; we should be able to connect all the entities automatically
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