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Workflow Automation

Asked a question 2 years ago

Is there a way to use automation to connect a product to a deal?

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Liked by Paulo

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I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is created. In some ... call to always use the same structure?

Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in the same stage for 30 days?

Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?

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

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

Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?

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Asked a question 2 years ago

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