Add Workflows onto Accounts
Katie Knight
When an account has been created, there's no way to add a workflow, so follow up tasks that I complete for every single new account have to be manually added each time
Katie Knight
Merged in a post:
Workflows for Accounts
D
Danielle Wilson
It would be great to add a workflow to an account to assist with account maintenance.
Katie Knight
Merged in a post:
Add Follow-up Task at end of LNR period
J
Jennifer Norr
We would love to have an ability to automatically assign a task to a user when the agreed period of an LNR agreement expires. Right now, we have to remember to manually add a task. But to make this a function built into the LNR would be very useful.