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winton
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Member since ‎Mar 29, 2018
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winton tierney

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andrewdavis_SF on June 24, 2020
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
99 upvotes
54 Replies
Participant
April 15, 2022 10:48
@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
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
304 upvotes
83 Replies
Participant
December 14, 2018 08:48
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
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