Email Tracking

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.

0 votes

· Last Updated -


  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 780
    500 Comments 100 Likes Second Anniversary 5 Answers
    edited 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:

    • Following What's Planned to learn about what we're currently working on 🔎
    • Following What’s New for new release announcements and updates 📢

    🛠Feel free to join  Research and Beta Testing  for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠