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Feedback & suggestionsWorkflow automation

Asked a question 4 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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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

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

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

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

Does anyone know how to delete an activity from a workflow? Whenever I select the delete an activity option from a ... to select an activity for deletion.

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

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