Help me Organize our Work-flow Automations please
The only way to sort the automations in Pipderive currently is in chronological order.
We have 25+users across 3 countries and there are automations by user/department/country.
The fact that Pipedrive only organizes them in one single chronological order makes it hard to find them / avoid duplications, etc.
Is it possible to create a Filter / Sort button or even better TAGS to organise workflow automations? Or to be able to manually organize them like the pipelines.
Brad Krause_13404 Posts: 496edited July 2021 #2
All of our automations are created under a single user. I use a long descriptive name right in the title.
If the automation includes sending an email internally the subject line always starts with AUTOMATION:
then the subject so people know its an automated email.0
Brad Lynch Posts: 19edited July 2022 #3
Yes, I would also like the ability to be able to sort all my workflow automations.0