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Tips & TricksWorkflow AutomationSales Processes

Asked a question 8 months ago

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

Yes, too good idea !

No, no usefull :-(

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

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

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?

It would be very useful to be able to resend group emails, to recipients who haven't read the initial email only.

Is there a workaround to trigger an automation based on an email's subject line? For example, we reply to a new client ... might help to post the question here.

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Asked a question 8 months ago

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