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MMcBride1
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Member since ‎Feb 28, 2022
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Marcie McBride

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MMcBride1 on February 28, 2022
Workflow based on reporting
I would like to create a workflow in HS based on reporting. Specifically, I would like to receive a notification when an agent at our company has paid a certain amount of commission to the company per year. Once an agent "reached their cap," we ca read more
Reply Discussion Workflows
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Camille_Balhorn
Participant | Diamond Partner
February 28, 2022
Hi there! I’ve added a series of screenshots to show one way to do this. It’s several steps, but once the automation is set up it would be hand...read more
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