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Rachel

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  1. 178 votes
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    Rachel supported this idea  · 
  2. 533 votes
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    Rachel commented  · 

    AGREE! As we break out a procedure for each task we do, we are using activities less and workflows more. We need the same functionality as activities in our workflows especially when it comes recurring but also for the ability to assign more than one person to task versus needing to build every combination for a team.

    Rachel supported this idea  · 
  3. 373 votes
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    Rachel commented  · 

    It would be great to link visual aides or even detailed procedure manual. Great idea!!

    Rachel supported this idea  · 
  4. 251 votes
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    Rachel supported this idea  · 
  5. 858 votes
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    Rachel commented  · 

    AGREE! Great Idea!!

    Rachel supported this idea  · 
  6. 500 votes
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    Rachel supported this idea  · 
  7. 325 votes
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    Rachel supported this idea  · 
  8. 200 votes
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    Rachel commented  · 

    WF initiated or completed Trigger

  9. 15 votes
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    Rachel shared this idea  · 
  10. 275 votes
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  11. 735 votes
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  12. 599 votes
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    Rachel commented  · 

    We still need this! especially when a step is completed but there is a lingering step that can be done at the next step - we want to be able to move it forward so we can move along with the workflow. We use workflows heavily and this is much needed especially when you have a on off scenario within a typical workflow

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    Rachel commented  · 

    AGREEEEEEEEEEEEEE

    Rachel supported this idea  · 
  13. 139 votes
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    Rachel supported this idea  · 
  14. 768 votes
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    Rachel supported this idea  · 
  15. 151 votes
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    Rachel commented  · 

    Ability to have contact and activity conditions for example If appt scheduled for "this advisor" - I want to do several different automation but I can't filter to the advisor

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