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Workflow Automation

Asked a question 6 months ago

Does anyone know the best video or article to understand the logic around completing your workflow automation? I sometimes find this is where my workflows break down. Thanks

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

Suggestion: Automation Groupings/Views & the ability to move up/down automations for ease of viewing/grouping/usage - ... users to keep it all logically tidy

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

Sveiki, gal galėtumėte pasidalinti informacija, kiek ir kaip Lietuvoje naudojamas "Workflow automation":

How do one create a sequence of actions/tasks using workflow automation? If a deal gets moved to a stage, the team ... previous task in the workflow is done?

Would you find the branching possibility in the workflow automation usefull ? For example, have the possibility to setup ... an activity, else send an email".

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Asked a question 6 months ago

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