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RebeccaTroelstr
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Member since ‎May 18, 2017
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RealtyButler on February 08, 2017
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl read more
55 upvotes
31 Replies
Participant
May 05, 2021
Shame this only seems to be available in Enterprise
bellawu on April 06, 2017
Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a read more
579 upvotes
109 Replies
AVO
Member
January 08, 2021
Sub-folders would be great
mikeabowles on May 15, 2017
Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue.
187 upvotes
78 Replies
Participant | Platinum Partner
May 04, 2022
I agree, it would advantageous to be able to assign a Task Queue to a Team. I tried to create a CSM Team Membership List, then create a Wor...read more
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