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AEL
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Member since ‎Mar 31, 2017
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Anne Lehan

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AEL on March 31, 2017
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta read more
81 upvotes
33 Replies
AEL
Member
August 12, 2021
@steinarslatten -- good catch! I think that's going to be helpful for our sales team. But I was using a list as part of the workflow because I hav...read more
AEL on March 31, 2017
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta read more
81 upvotes
33 Replies
AEL
Member
August 12, 2021
@steinarslatten -- good catch! I think that's going to be helpful for our sales team. But I was using a list as part of the workflow because I hav...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
306 upvotes
83 Replies
AEL
Member
July 10, 2017
I already commented on this issue, but wanted to add that we'd like to use Deals for non-sales activity, such as a personalized business development ...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
306 upvotes
83 Replies
AEL
Member
July 10, 2017
I already commented on this issue, but wanted to add that we'd like to use Deals for non-sales activity, such as a personalized business development ...read more
AEL on March 31, 2017
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta read more
81 upvotes
33 Replies
AEL
Member
August 12, 2021
@steinarslatten -- good catch! I think that's going to be helpful for our sales team. But I was using a list as part of the workflow because I hav...read more
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