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AGolding
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AGolding
Member
November 05, 2024
Reply to Workflow enrolment based upon number of Deals
Thanks for your help
AGolding
Member
November 05, 2024
Reply to Workflow enrolment based upon number of Deals
Hi Karsten. Apologies for the delay in responding to you. So - when I follow your steps I do not even get the option appear for 'Choose Associati...read more
AGolding
Member
November 04, 2024
Reply to Workflow enrolment based upon number of Deals
Hello Karsten, thank you for a prompt reply! Correct - I want to send an automated email when and only when a first deal is won for a Contact. No...read more
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AGolding on November 04, 2024
Workflow enrolment based upon number of Deals
Hi there, I am looking to send an email via an automated workflow when a Deal is Closed Won, however... i only want this email to be sent upon closing of the first Deal, not subsequent Deals. Is my enrollment trigger set up correctly: read more
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