Add Opportunities as an Automation Trigger Event
Adding Opportunities as an Automation Trigger Event would be helpful with developing and automating marketing campaigns as well as communication with support staff.
29
votes
Crissy Crites
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Tiffany Hernandez
commented
It would be advantageous to initiate a workflow once an opportunity's status has changed to closed won