Add more automations options
Add performance lane as an item to be added to a condition for automations triggered on the deal level.
All other automations improvements in terms of options, please add here. Thank you!
AdminMaria Herrell
(customer experience manager, Pipeline)
shared this idea
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Johana Ramirez commented
Add CC options for email notifications. We would like to have multiple people/team members on the same notification to increase transparency and communication.
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Chris Pezl commented
Add the ability to update SYSTEM fields via the actions. Currently, you are able to create an automation based on system fields but cannot create an action based on system fields. For Example, Looking to change the expected close date on any Open Deal that is 2 weeks past due and move it out to two weeks from the automation trigger date.
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Ability to archive deals via automation. This would reduce the need to access the archive action via list view/bulk action.
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Jason Luo commented
Please add the ability to update Single and Multiple Association fields as an action item.
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When setting up performance goals with start & end dates the ability to set reminders at different intervals.
If the goal is underperforming at a certain date during the goal, task/notification
If a certain threshold is met, task/notification -
Robert Carroll commented
Yes, please do this!
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Please add the ability to automate tasks and notifications by Performance Lane. Different tasks and notifications are needed based on the product and service sold but we cannot build different notices based on the differentiation ability you have built into the system. I can do a report but not automate tasks and telling others what they need to do.