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Feedback & suggestionsWorkflow Automation

Asked a question 7 months ago

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

7 comments 21 votes

Liked by Nancy Vamvakas and 2 others

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

We need to create a workflow based on the age of a deal, how is it possible?

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

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?

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

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

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