Anonymous

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  1. 471 votes
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  2. 603 votes
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  3. 1,280 votes
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  4. 500 votes
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    Anonymous commented  · 

    Make it possible to have the completion of one workflow start another workflow. Case in point, an annual review meeting has the same 'follow up' criteria as an initial client meeting. It would be nice to have the ability to make the 'follow up' procedures be its own workflow that both the annual review and initial client meeting create as an automation feature when they are finished.

  5. 276 votes
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  6. 536 votes
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  7. 873 votes
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