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Workflow automation

Asked a question 2 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

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

It would also be interesting in Workflow Automation to be able to put an action when the email has been read... For example, action: call in 2 days

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

Hi All! I'm trying to create an automated workflow where I send out an email after 2 days ONLY if the client has not ... right. Any suggestions?

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Asked a question 2 months ago

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