NSmith8910

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Natalie Smith

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hollybo on January 24, 2020

Exclude weekend due dates when creating Tasks in Workflows

Wouldn't it be great to have an option to have tasks created from a workflow, "skip" weekends when assigning due date? I have my tasks setup to be due 1 day from creation at 5PM. Our response goal is 1 business day. So if I could get these tasks to read more

Reply Idea Tasks Workflows

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NSmith8910

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March 20, 2023

I have created over 70 workflows to automate tasks at various points for my team, using delays through the workflows so that tasks pop up after certa...read more

NSmith8910 on September 11, 2022

Re-enrolment for workflow

I've been struggling with the number of deals that we work with and due to human error our deal stages will sometimes get updated earlier than expected. We change a specified field on the deal which will action the deal stage to change based on set read more

Reply Idea Workflows

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