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palves1
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Paula Alves

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bethfoulk on May 10, 2018
Trigger a workflow or smart list addition from a DEAL date property
I would like to trigger a sales task or email reminder when the the Revisit Date (custom deal property) is "today." As is, I think I can only trigger workflows from Contact properties. Alternatively, is there a way to add a contact to a smart read more
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palves1
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July 02, 2018
I need to report on the deal itself. - so when a trigger happens I want to alert sales that this deal is now in a new stage. How can I do that?
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