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Andrewk
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Member since ‎Jan 8, 2018
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Andrew Keaveney

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SSANDERS on September 09, 2020
If I want to base a workflow around the date of a webinar and have reminders sent out who signed up 5 days before, 24 hours before, and one hour before. I'm new to workflows and was wondering if anyone has any recommendations or best practices with read more
1 upvote
8 Replies
Participant
March 02, 2023
This addresses the first two use cases, where it is day(s) before. Have you found a working process for how to send a reminder 1 HOUR before or 20 MI...read more
khughes on April 03, 2017
I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually. The example that I have is when I sent a request for newsletter inf read more
260 upvotes
88 Replies
Participant
January 17, 2018
This would also be useful to schedule reminders for weekly events like webinars.
waihonger on January 03, 2017
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
306 upvotes
83 Replies
Participant
January 11, 2018
Upvote! This would be very useful to have workflows that are able to change deal properties
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