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dtwing1
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Member since ‎Feb 7, 2018
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Dan Twing

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Activity

bellawu on April 06, 2017
Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a read more
583 upvotes
109 Replies
Member
March 16, 2018
Yes, please!
fsta on February 16, 2017
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
127 upvotes
74 Replies
Member
February 20, 2018
I am migrating from SugarCRM. I was testing the migration with on of the two online migration services. They do not associate contacts to deals unle...read more
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
305 upvotes
83 Replies
Member
February 16, 2018
I am still migrating data on the sales side, while marketing is up and running. There are several data issues from import I could have fixed if...read more
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
305 upvotes
83 Replies
Member
February 16, 2018
I am still migrating data on the sales side, while marketing is up and running. There are several data issues from import I could have fixed if...read more
fsta on February 16, 2017
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
127 upvotes
74 Replies
Member
February 20, 2018
I am migrating from SugarCRM. I was testing the migration with on of the two online migration services. They do not associate contacts to deals unle...read more
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