Discuss workflow automation and its benefits
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Hello, just wondering if this is a bug or I did something wrong somewhere.
I created an automation that when a deal is won it automatically moves the deal to the next stage. I look for that deal and the top graph shows it is in that new stage, but it shows "0 days" even after weeks of being in that stage. I when I place my mouse over it, a tooltip shows telling me that deal has not reach that stage yet.
Hope you can help me solve this issue.
Regards!
For example: Everytime a deal is won the companies label changes to customer.
Hi,
I would like to use tags in my workflow automation : for instance update a field if the contact has a specific tag, and update it if the contact has not anymore this tag...
It there a way to do it ? or do i have to use Zapier ?
Thanks
Jean
I finally discovered what exactly is planned with the new Documents implementation and am very happy this is already much further along than I expected!
But since we have some specific tasks we would like to do with this feature, here's some early feedback:
