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RBabar
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Member since ‎Nov 19, 2021
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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
0 upvote
10 Replies
RBabar
Contributor
September 10, 2024
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
Solved
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
0 upvote
10 Replies
RBabar
Contributor
September 10, 2024
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
Solved
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
0 upvote
10 Replies
RBabar
Contributor
September 10, 2024
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
Solved
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
0 upvote
10 Replies
RBabar
Contributor
September 10, 2024
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
Solved
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
0 upvote
10 Replies
RBabar
Contributor
September 10, 2024
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
RMejia on December 16, 2021
Add/associate form submission activity with deal along with contact
Submitting this idea that would allow a form submission activity to be automatically associasted with a deal. At the moment, the form submission activity only appears on the contact record, and would be great if you could have the activity also show read more
Reply Idea Deals
169 upvotes
50 Replies
RBabar
Contributor
May 12, 2022
This is a dissconnect; we should be able to connect all the entities automatically
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