Anonymous
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364 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
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83 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous
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I would like to be able to create workflows that are based off a future activities scheduled date. Not the date the activity was created. We use workflows for many of our prospect and new client onboarding processes. Part of these processes are certain meetings and ideally the workflow would based on the date of that meeting not the date the meeting was created. An example of a workflow would be:
Automation: New Prospect Client Added
Start New Prospect Workflow
1. Call New Prospect to Schedule appointment
2. Send intro packet
3. Confirm appointment
4. Initial Meeting
etc....
Ideally the target date would be the date of the Introduction Meeting but as of right now there is no way to set that up since all workflows are based on a timeframe based off the workflow start date.The due dates should be dynamic and adaptable.