Hey @Mike_Eastwood , Use case is we create email address for users and start sending information to that email after a set point. We are currently...Leia mais
Hello Everyone, I know you can add an additional email to a contact by pulling up their record, clicking the pencial and selecting add additional email. Curious if there is a way to get the same result through a workflow.
Hey @danmoyle . Thanks for taking a look and trying to help me find a solution. We currently have one team working out of salesforce that is verif...Leia mais
Have a use case where a contact can have multiple deals in the same pipeline at one time. We are using salesforce integration so we have several workflows that are contact based that update deal stages. Is there a way to filter/select which deal ge Leia mais
Hey Karsten, Thank you for the suggestion. This is working for the enrollment but having an issue with setting the deal property since the workfl...Leia mais
Hello Everyone, I know you can add an additional email to a contact by pulling up their record, clicking the pencial and selecting add additional email. Curious if there is a way to get the same result through a workflow.
Have a use case where a contact can have multiple deals in the same pipeline at one time. We are using salesforce integration so we have several workflows that are contact based that update deal stages. Is there a way to filter/select which deal ge Leia mais
Hello Everyone, Curious if anyone knows a good critiera to use for re-enrollment since meeting outcome can't be used. Need to move the deal stage based on the outcome, but running into an issue since reschecdule doesn't cause the deal stage to m Leia mais