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TChappell5
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Member since ‎Aug 8, 2023
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Teresa Chappell

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TChappell5 on June 17, 2025
Setup workflow email from another user
I am currently working on a business need that revolves around one of our Deal Pipelines. The pipeline is based on Company records and has Associated Contact record(s). This user wants to automatically send an email to the Contact if the Deal has read more
Reply Discussion Deals Workflows
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Solved
TChappell5 on May 07, 2025
Custom object association
We have a custom object called "Campus" which is associated with Companies. I am trying to setup a Contact view tab and have a column that shows the Company for the Contact as well as the Campus that is Asscoiated with the Company they are at. I d read more
Reply Discussion Custom Objects
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1 Reply
TChappell5
Participant
February 18, 2025
Reply to Deal Workflow - automatically move deal to next stage after task is completed
@karstenkoehler - I'm not sure where to find the area you are talking about? I did find my problem, I was not capitalizing the words Fully Execut...read more
TChappell5
Participant
February 14, 2025
Reply to Deal Workflow - automatically move deal to next stage after task is completed
@karstenkoehler I am testing by adding a Deal to the pipeline at Stage 1, then the task appears automatically and I check it complete. It should...read more
Solved
TChappell5 on February 14, 2025
Deal Workflow - automatically move deal to next stage after task is completed
I am trying to create a workflow for a Pipeline when the task that is created at Stage 1 is marked complete I want to automatically move the pipeline to Stage 2. I can't seem to make it work, below is what I currently have set for the criteria and read more
Reply Discussion Workflows
0 upvote
5 Replies
TChappell5
Participant
February 05, 2025
Reply to Tagging multiple users as a group
@Lucila-Andimol that is correct, you do need to click on each user to make the link active. This is truly the "best" workaround I could figure out...read more
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