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awcw
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Member since ‎Mar 4, 2025
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Andrea Wilson

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awcw on June 12, 2025
How are these "Risks" in the Deals section of the Sales Workspace populated? My team is finding that many of them are incorrect or misleading. I can't find any documentation on how to refine/tailor these risks or even how to turn them off.
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June 12, 2025
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May 14, 2025
Thanks for this! I don’t see that option in the lead workflow edit record action, however. What should I be looking for? Warmly, Andrea -- *Andrea ...read more
Solved
awcw on May 14, 2025
I don't see a way to close out a lead object when the deal associated with that lead o next is closed won. How can I close out the lead object associated with the closed won deal so my sales team doesn't have a bunch of "qualified" leads that are ac read more
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awcw on April 28, 2025
I'm hoping there's a creative way to send one email per day with a list of all contacts who have completed a workflow to the owner of those contacts. Right now my workflow is sending one email per contact, which as you can imagine leads to lots of e read more
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