Member since ‎Nov 22, 2021
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Liam Dunne

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hhiggins on October 03, 2019
It would be a great addition to workflows if there were a feature for an enrollment trigger for when notes are added to contact, company, deal, or ticket records. Currently, there are activity triggers for "call notes" and "task notes" being added/u read more
November 22, 2021
Upvoted. Use case: customer win/stories. When a customer win is added to a company's notes, you can trigger workflows such as a company-wide more
LDunne on November 22, 2021
Hi all, We're a SaaS company so recurring revenue is what we deal with. When a new customer closes, we have a renewal deal for next year automatically created. Let's say this customer wants to expand their licenses, how would we add this upl read more
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