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MConnelly3
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MConnelly3
Member
November 29, 2024
Reply to Please Help - stages and workflow triggers
after this stage "response received" - the rest are all set manually - and never goes back to "response recieved" - think that would be OK then? Tha...read more
MConnelly3
Member
November 29, 2024
Reply to Please Help - stages and workflow triggers
What do you all think if I do this?
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MConnelly3 on November 29, 2024
Please Help - stages and workflow triggers
I want to set stages for reachout to contacts - the first three are: 1. No Pending Deal 2. Initial Outreach Approved 3. Initial Outreach Sent 4. Response Recieved 5-10 [there are others] 1-2 is manual. 2-3 is automated and is working pe read more
Reply Discussion Workflows
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MConnelly3
Member
November 27, 2024
Reply to workflow to indicate when when email response received
I see some issue - the field "Recent Sales Emil Replied Date" remains filled in and known even when I send new emails - so maybe not as great for thi...read more
MConnelly3
Member
November 27, 2024
Reply to workflow to indicate when when email response received
I even removed all those other conditions and just set it to the second two - response required is no and recent sales email reply date to "known" - ...read more
MConnelly3
Member
November 27, 2024
Reply to workflow to indicate when when email response received
Thanks so much - I changed to "recent sales email reply date" to known and set it up like this - still will not change the condition from "No" to "Ye...read more
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