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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
Member
October 13, 2023
Reply to Dynamic due date for tasks
I agree. I know a workflow can automatically create a task at a time that is based on the close date. However, we would like the workflows to cr...read more
MMcBride1
Member
July 27, 2023
Reply to Schedule workflow expiration date
Yes, especially for workflows related to sending marketing emails. We've had some emails go out by mistake for contents who met the enrollment criter...read more
MMcBride1
Member
July 21, 2023
Reply to Permission to access individual workflows
@mgeorgieva -- we have the enterprise account and this feature does not appear to be rolled out. I can allow an agent to view or edit ALL workflow...read more
MMcBride1
Member
July 21, 2023
Reply to Permission to access individual workflows
I agree! I work for a real estate firm. We would like for our agents to be able to create workflows for their email marketing. However, that would gi...read more
MMcBride1
Member
May 19, 2023
Reply to Completely hide No Access Properties
Agreed! We would like to have "agent facing" accounts that are user-friendly. We have a lot of back end properties that agents would just find confus...read more
MMcBride1
Member
May 10, 2023
Reply to Use Deal Properties in Forms
This is a HUGE hangup for us. We've tried mapping fields via contact properties, but this is very messy and confusing for our users.
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