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Workflow AutomationCustom fields / Data fieldsFeedback & suggestions

Asked a question 5 months ago

Do you need DATE fields to work in workflow automation? (e.g. automated notification if customized date or expected close date changes)

Yes! It's about time! I've been waiting for this a long time.

No. It doesn't matter to me.

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Liked by Kelly Franznick and 4 others

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Workflow Automation: Trigger Workflow by button in Deal/Contact/Organization

Would it be useful to be able to reorder your workflow automations list?

Adding date of birth or DOB in the leads as info field, and in contacts by default. I buy leads and need that info to ... address, email, phone, and DOB right?

Goals based on a custom date field, not the win month. I have a few clients using Pipedrive that don't set goals based ... custom date field instead of Win date?

Do You need custom fields like Date / Date Range / Time / Time Duration / Product Notes when adding products to a DEAL?

Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/and custom date ... such as the projected delivery date.

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Asked a question 5 months ago

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