Workflow automation needs a lot of work. I'd like to be able to use it to update a deal's fields "on deal update". As it stands, sending an email or editing a note related to a deal, even through the deal window, does not count as updating the deal. This makes no sense to me, it should update when anything about the deal is edited or updated, including emails or notes.
Manuel Oliveira Admin Posts: 780edited June 2021 #2
Hello @Patrick Maldonado , thank you for your feedback! By using the topic Feedback & Suggestions , your request has been automatically forwarded internally to our developers as a note for consideration 📝
In the meantime I recommend:
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