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winton
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Member since ‎Mar 29, 2018
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andrewdavis_SF on June 24, 2020
Delay until Date & Time Workflow Action
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
Reply Idea Workflows
99 upvotes
54 Replies
EKennel
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
Allow Workflows to specify deal properties
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
Reply Idea Workflows
304 upvotes
83 Replies
RebeccaNixon
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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