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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
227 upvotes
512 Replies
Participant
May 17, 2022
I am begiining to build work flows and sequences to automate the Deal Nurture process. We occasionally have deals that are stalled or pushed and the ...read more
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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
1 upvote
5 Replies
Participant
January 31, 2022
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
1 upvote
5 Replies
Participant
January 31, 2022
Thank you . I will try to set this Workflow up today
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