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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
Adding Notes via Workflows
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
Reply Idea Contacts & Companies Workflows
480 upvotes
142 Replies
miketaus
Member
June 29, 2022
+1 to add a Note template via a Workflow.
maximelexstart on September 21, 2018
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Reply Idea Forms
563 upvotes
177 Replies
miketaus
Member
May 17, 2022
+1 to this idea. We send new prospects a demo intake form and we'd like to write these answers to the deal information.
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miketaus on October 06, 2021
What do you do w Leads that move Companies?
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
Reply Discussion Professional
0 upvote
2 Replies
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