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RCarey2
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Member since ‎Jan 28, 2022
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Rich Carey

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JorieMunroe on July 11, 2021
On a past thread, we discussed some of the ways that workflows can trigger your team internally. You can use them to automate data clean up or to trigger notifications to your sales team. Now, let’s discuss ways you can use workflows to read more
132 upvotes
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Member
May 19, 2022 14:19
We create workflows to automate contacting customers at certain stages of their customer lifecycle eg. before expiration of warranties.
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RCarey2 on January 28, 2022
I would like to add more Company Information into my Deals. For instance, I would like to pull the Industry into my deals. I can add the Industry in Deals, but it does not pull from the Compnay Information. How can I pull any Company and or Contact read more
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Participant
January 31, 2022 07:37
Thank you . I will try to set this Workflow up today
Solved
RCarey2 on January 28, 2022
I would like to add more Company Information into my Deals. For instance, I would like to pull the Industry into my deals. I can add the Industry in Deals, but it does not pull from the Compnay Information. How can I pull any Company and or Contact read more
0 upvote
3 Replies
Participant
January 31, 2022 07:37
Thank you . I will try to set this Workflow up today
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