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I'd like a way to delay contacts from throwing through to a certain step of a workflow until a specific date. This came about when we have a micro-nurture running to a specific set of our audience. We are launching a flash deal to our contacts read more
@DavidGeorgeHall If you re-read @MeganLegge last message you will see this is exactly what their team is working on. "relative to a ...... ...read more
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
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more