Add filter to all contact triggers “has opportunity”
C
Carl Taylor
Right now you can’t filter a contact in an automation based on opportunity custom fields or stages unless the trigger itself is an opportunity.
I’d like to see the ability to have any trigger able to be filtered by opportunities such as
“Has opportunity in xyz pipeline”
“Has opportunity in xyz pipeline and in abc stage and def stage”
“Has opportunity and opportunity custom field is not empty”
Etc…
You get the idea.
Right now we have to make contacts really clunky with custom fields that we update to match opportunity custom fields and opportunity stages just so a workflow can filter or do conditions based on where the contact is in a pipeline.
This is a major issue limiting opportunities functionality and automations.
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C
Craig Whitley
also the ability to add same contact in the same workflow at the same time. think about that long followup and the contact has multible opportunities but cant be added based on opportunity only by contact
D
Danny Pettiona
This would be really helpful in making full use of opportunities as part of a sales process.