This action creates or updates an Opportunity within the Pipeline that you select. In Pipeline Select the pipeline you want to add the contact in the workflow. In Pipeline Stage Choose the stage you want to add the contact to in the pipeline selected. Opportunity Name This is the name/company’s name of the contact. Opportunity […]
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n order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action adds a Note to the Contact Record. Add Note You can add a note to the contact record here. Custom Values You
Assign To User In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action assigns the contact to a user. Specify the user or add multiple for round-robin assignment. User The “Assign To
This action removes any assigned users leaving the contact unassigned.
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Set Event Start Date In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. How to Set Event Start Date Use this event to set the Event Start Date to a specific day, date,
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Remove From Workflow In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it This action removes the contact from a specific workflow. Current Workflow Once you toggle any of this on, it means you
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Remove From All Workflows In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it This action removes the current contact from all workflows that they are in at that time. Include current workflow By
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Remove Opportunity In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action removes an opportunity associated with the contact. Pipeline Select a pipeline you want to remove the contact from. Select the
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Send Internal Notification In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action sends a notification to someone other than the contact. Type Of Notification Email From Name Input the name of
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Set Contact DND In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action activates do-not-disturb for the contact. Do Not Disturb Enable Contact DND Click on the “enable DND” if the contact
