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SDay29
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Member since ‎Nov 14, 2023
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Stephanie Day

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SDay29 on March 21, 2024
Hello, I have a deal pipeline set up with various stages and am looking to automate movement to the next deal stage once certain tasks are completed. I have a deal workflow created with 3 tasks that our reps need to complete prior to moving to t read more
0 upvote
2 Replies
Member
March 21, 2024
I just set up that separate workflow as you suggested and it worked! Thanks so much!
Solved
SDay29 on March 21, 2024
Hello, I have a deal pipeline set up with various stages and am looking to automate movement to the next deal stage once certain tasks are completed. I have a deal workflow created with 3 tasks that our reps need to complete prior to moving to t read more
0 upvote
2 Replies
Member
March 21, 2024
I just set up that separate workflow as you suggested and it worked! Thanks so much!
Solved
SDay29 on February 07, 2024
Hello, I’m looking for a solution to implement a sequence that targets just one contact assigned to a deal. I know that sequences are only associated with contacts, and not deals, so I created two separate workflows. The first is a deal based read more
1 upvote
6 Replies
Member
February 07, 2024
This does help - thanks for the reply!
Solved
SDay29 on February 07, 2024
Hello, I’m looking for a solution to implement a sequence that targets just one contact assigned to a deal. I know that sequences are only associated with contacts, and not deals, so I created two separate workflows. The first is a deal based read more
1 upvote
6 Replies
Member
February 07, 2024
This does help - thanks for the reply!
Solved
SDay29 on February 07, 2024
Hello, I’m looking for a solution to implement a sequence that targets just one contact assigned to a deal. I know that sequences are only associated with contacts, and not deals, so I created two separate workflows. The first is a deal based read more
1 upvote
6 Replies
Member
February 07, 2024
This does help - thanks for the reply!
Solved
SDay29 on February 07, 2024
Hello, I’m looking for a solution to implement a sequence that targets just one contact assigned to a deal. I know that sequences are only associated with contacts, and not deals, so I created two separate workflows. The first is a deal based read more
1 upvote
6 Replies
Member
February 07, 2024
This does help - thanks for the reply!
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