Rachel
My feedback
15 results found
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178 votes
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533 votes
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An error occurred while saving the comment Rachel supported this idea · -
373 votes
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An error occurred while saving the comment Rachel commentedIt would be great to link visual aides or even detailed procedure manual. Great idea!!
Rachel supported this idea · -
251 votes
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Rachel supported this idea · -
858 votes
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An error occurred while saving the comment Rachel commentedAGREE! Great Idea!!
Rachel supported this idea · -
500 votes
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Rachel supported this idea · -
325 votes
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Rachel supported this idea · -
200 votes
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An error occurred while saving the comment Rachel commentedWF initiated or completed Trigger
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15 votes
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Rachel shared this idea · -
275 votes
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735 votes
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599 votes
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An error occurred while saving the comment Rachel commentedWe 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
An error occurred while saving the comment Rachel commentedAGREEEEEEEEEEEEEE
Rachel supported this idea · -
139 votes
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Rachel supported this idea · -
768 votes
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Rachel supported this idea · -
151 votes
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An error occurred while saving the comment Rachel commentedAbility 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
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.