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rnelson
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Member since ‎Jul 13, 2018
  • solutions
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  • Replies
    7
  • Upvotes Given
    26
  • Upvotes Received
    6
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Richmond Nelson

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ASulima on December 06, 2022
Having Pinned notes and current/overdue tasks in the overview tab will be beneficial to users, they will be able to see the most important data right away.
4 upvotes
3 Replies
Contributor
April 27, 2023
YES - The biggest thing missing from the Overview tab is Notes
agnsob on September 10, 2018
I was trying to build a new deal-centered workflow. Whenever the deal is moved to closed lost / won , we want to send an internal notification to the commercial team members. Currently, it is only possible to send an external marketing email. read more
28 upvotes
20 Replies
Contributor
October 27, 2020
Would also love the ability to pull in cross-object tokens in the internal email notification.
AnniKim on September 21, 2020
Thanks for joining my Inbound presentation Work Your Workflows: 18 Workflow Updates to Strengthen Your Automation Strategy. Please feel free to use this thread for anything that would've happened if this was an in-person presentation— ask q read more
12 upvotes
29 Replies
Contributor
September 22, 2020
I believe form responses are saved as contact properties so you could just set your workflow based on those fields.
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