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AshY
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Member since ‎Apr 19, 2023
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Ashton Young

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AshY on April 08, 2024
Workflow to action off custom date field
Hi All, I have a branched workflow that has time delays in relation to deals entering stages in the pipeline. Due to unfortunate circumstances, a significant portion of deals were unenrolled from this workflow and as such, would not be completi read more
Reply Discussion Professional
0 upvote
3 Replies
AshY
Participant
April 09, 2024
Hi Jennifer, The list was a great option but there are multiple dates over a 6 month time frame, so unfortunately not the option that will work....read more
Solved
AshY on April 08, 2024
Workflow to action off custom date field
Hi All, I have a branched workflow that has time delays in relation to deals entering stages in the pipeline. Due to unfortunate circumstances, a significant portion of deals were unenrolled from this workflow and as such, would not be completi read more
Reply Discussion Professional
0 upvote
3 Replies
AshY
Participant
April 09, 2024
Hi Jennifer, The list was a great option but there are multiple dates over a 6 month time frame, so unfortunately not the option that will work....read more
Solved
AshY on October 13, 2023
Unenroll a sequence based on deal stage change
Hi Team, We want to create a workflow so a contact will unenroll from a sequence if the deal status changes. An example would be a client in a did not proceed sequence and the deal is moved to a new lead as it has re-engaged. We would like read more
Reply Discussion Enterprise
0 upvote
5 Replies
AshY
Participant
October 13, 2023
Thank you Karsten, This is a good workaround but won't work for my use, unfortunately. We need it to action once the stage has changed and not a...read more
Solved
AshY on October 13, 2023
Unenroll a sequence based on deal stage change
Hi Team, We want to create a workflow so a contact will unenroll from a sequence if the deal status changes. An example would be a client in a did not proceed sequence and the deal is moved to a new lead as it has re-engaged. We would like read more
Reply Discussion Enterprise
0 upvote
5 Replies
AshY
Participant
October 13, 2023
Thank you Karsten, This is a good workaround but won't work for my use, unfortunately. We need it to action once the stage has changed and not a...read more
Solved
AshY on October 13, 2023
Unenroll a sequence based on deal stage change
Hi Team, We want to create a workflow so a contact will unenroll from a sequence if the deal status changes. An example would be a client in a did not proceed sequence and the deal is moved to a new lead as it has re-engaged. We would like read more
Reply Discussion Enterprise
0 upvote
5 Replies
AshY
Participant
October 13, 2023
Thank you Karsten, This is a good workaround but won't work for my use, unfortunately. We need it to action once the stage has changed and not a...read more
Solved
AshY on May 29, 2023
Automate notifications for sales when to call leads
Hi Team, Looking for a best practice on how to notify the team on calling leads. We have company SLA for 1st, the 2nd, and 3rd attempted contacts and want to automate these notifications for the team. What is the best way to get this done, read more
Reply Discussion Enterprise
0 upvote
1 Reply
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