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dthomp43
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Member since ‎Nov 1, 2024
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Davis Thompson

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dthomp43 on March 12, 2025
Put contacts into Workflow, or Workflow branch, based on specific selection during form submission.
Is it possible to enroll people into certain workflows, or certain branches within a workflow, based on what they select during a form submission? For example: I have a "Get A Demo" form on my website. One of the fields in that form is "Company Siz read more
Reply Discussion Forms Workflows
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Solved
dthomp43 on February 12, 2025
Primary Point of Contact at Company
Is there a best practice when it comes to marking a contact at a company as the primary point of contact? This will be helpful for building lists, workflows, email campaigns, etc. I see an option to create a new label, but wanted to see what ot read more
Reply Discussion Best Practices
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dthomp43
Participant
November 14, 2024
Reply to Temporarily Reordering Lifecycle Stages
I assume I could then use a workflow (or maybe even the same workflow) to update the those I just cleared to "customer"? I have over 600 that need up...read more
dthomp43
Participant
November 14, 2024
Reply to Temporarily Reordering Lifecycle Stages
Welp, that sounds like a pretty simple solution!
Solved
dthomp43 on November 14, 2024
Temporarily Reordering Lifecycle Stages
Hello! I have a question about lifecycle stages and workflows. What happens if I rearrange lifecycle stages, run a workflow that updates the stage on specific records, and then I put the lifecycle stages back in the original order? Here read more
Reply Discussion Best Practices CRM Workflows
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dthomp43
Participant
November 12, 2024
Reply to Creating a Workflow that moves customers to Closed Lost at Contract End Date.
Thanks Karsten! I made the updates you suggested. The workflow shouldn't run until a few weeks from now, so I'll come back then and indicate this...read more
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