Apply workflow automation on deal participant level

Elisavet
Elisavet Posts: 1

Hello team! It would be very useful if you could extend the workflow automation feature on deal participant level and not just on deal or person level. The reason being that within a deal we are pursuing multiple prospects and we follow different cadences with each one of them, so it would be amazing if we could put in place workflow automations for the different steps of the cadence to appear automatically once an activity is marked as done. The person workflow automation does not work well in this case, because the relevant activity cannot be managed through the deal level, one needs to go one level deep in the person. Happy to further elaborate on this in case of any questions. Many thanks!

0
0 votes

· Last Updated -

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 602 COMMUNITY MANAGER
    100 Comments 5 Answers 5 Likes Community Manager
    edited July 2021 #2

    Hello @Elisavet  , thank you for your feedback! That is not possible for now I'm afraid, but by using the topic Feedback & Suggestions , your request is 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 🛠