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miketaus
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Member since ‎Dec 18, 2018
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Michael Taus

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Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Member
June 29, 2022
+1 to add a Note template via a Workflow.
maximelexstart on September 21, 2018
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
224 upvotes
63 Replies
Member
June 26, 2022
Originally started in 2018, and still nothing almost 4 years later! Urgh! How I want to use it - Once the customer is qualified, I want to ...read more
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miketaus on October 06, 2021
We target an industry that has pretty high turnover, so our Leads move to new companies frequently. For example, we had a lead that we targeted last year; they switched companies and then filled a form w their new corp email. I'd like to preser read more
0 upvote
2 Replies
Hall of Famer | Partner
October 06, 2021
Hi @miketaus , There are different opinions on this. Personally, I'd recommend creating a new contact record as the majority of their engageme...read more
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