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Rklinghoffer
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Member since ‎May 18, 2019
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Ryan Klinghoffer

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Rklinghoffer on November 23, 2020
Schedule Workflow Execution
Please, please, please give us the option to automatically re-enroll all eligible deals in a workflow at a specificed time. (i.e. execute a given workflow and re-enroll all deals every Saturday at midnight). Having someone log in, and toggle the read more
Reply Idea Workflows
0 upvote
0 Reply
Rklinghoffer on September 24, 2020
Schedule Workflow Execution / Use date as Enrollment Trigger
Life would be so much easier if we could schedule workflows to automatically enroll / re-enroll all eligible deals at a specific time (say every Friday at 5PM). Unfortunately, we can't set a date / time as the enrollment trigger. If we want to read more
Reply Idea Workflows
1 upvote
1 Reply
Kaleudia on December 18, 2018
Calculate days between dates for reports
It would be good to be able to calculate days between two dates, for example "Days between a lead became MQL until it became a Client", and so with all date fields.
Reply Idea Contacts & Companies
203 upvotes
48 Replies
Rklinghoffer
Participant
September 24, 2020
Absolutely a necessary function! The lack of ability to make apply mathematical manipulation to date fields is a major limitation. For us, the va...read more
FelipeFelix on July 08, 2020
Looping workflows
Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t read more
Reply Idea Workflows
89 upvotes
31 Replies
Rklinghoffer
Participant
September 24, 2020
Yes! The ability to schedule wokflows to automatically re-execute with a specified frequency or at a specified time (hour, day of the week, month, et...read more
Rklinghoffer on September 23, 2020
Deal Stage vs. "Deal Pipeline & Stage" in Workflows
Is there any way to copy the text description of the Deal Stage field to a second property using a workflow? I'm trying to create a field which will store for each individual deal the deal stage which was recorded as of close-of-business on Fri read more
Reply Discussion Deals
0 upvote
1 Reply
ckennedy on June 02, 2017
Clone branches within a workflow
It would be great if there was a way to clone an if/then branch within a workflow, especially with multiple "if" criteria. For example, if I'm setting up branches with the same SF campaign IDs but different interactions with an email, (bounce, open, read more
Reply Idea Workflows
162 upvotes
47 Replies
Rklinghoffer
Participant
August 07, 2019
would love this as well..
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