With one my clients, I'm trying to solve this problem. This is the workflow:

  • when ad email arrives, the operator create manually contact and deal

I want that: when second email arrives (from the same contact), I have to move the deal to another stage.

I've created a workflow based on:

  • trigger = deal updated
  • condition = deal email count = 1

But it doesn't work :-( Any suggestions?

(later I will share this project in this community!)