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RuwanW
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Member since ‎May 12, 2017
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mfinocchiaro on March 03, 2017
Tracking Documents from File Manager
We have software data sheets in the File Manager that we link to on our site for customer download. We need to have the ability to track how many times these pdfs are downloaded for viewing, as well as being able to see what web pages these linked d read more
Reply Idea File Manager
552 upvotes
154 Replies
RuwanW
Participant
December 17, 2018
This function has my vote.
Kimberly on February 14, 2017
Get email notifications when a deal changes stages
We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect read more
Reply Idea Deals
47 upvotes
24 Replies
RuwanW
Participant
August 24, 2017
@Anna-T the workflow above I'm pretty sure can be applied to other types of notifications, rather than just deal changes. Depends on the propertie...read more
Kimberly on February 14, 2017
Get email notifications when a deal changes stages
We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect read more
Reply Idea Deals
47 upvotes
24 Replies
RuwanW
Participant
August 24, 2017
@Anna-T the workflow above I'm pretty sure can be applied to other types of notifications, rather than just deal changes. Depends on the propertie...read more
samisund on May 10, 2017
Workflows for Deals - Email notification of Deal Stage change
Hi! I faced interesting problem this week: I would like to have email notification everytime when the deal stage is changed to "Closed Won" or "Closed Lost". The problem is that email should contain the name of the deal, associated company, contact read more
Reply Idea Deals Workflows
24 upvotes
9 Replies
RuwanW
Participant
May 18, 2017
Hi Samisud I have actually managed to setup something that works as such. See my last post here . It is a work around because it recognises ...read more
Kimberly on February 14, 2017
Get email notifications when a deal changes stages
We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect read more
Reply Idea Deals
47 upvotes
24 Replies
RuwanW
Participant
August 24, 2017
@Anna-T the workflow above I'm pretty sure can be applied to other types of notifications, rather than just deal changes. Depends on the propertie...read more
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