[Workflow] Action: If/Else if - Opportunities - Pipeline & Pipeline Stage
complete
S
Suresh Babu Sakthi
Opportunities - Pipeline, Pipeline Stage and Lead Value in If/Else if Action
* requires Pipeline Stage Changed Trigger
Log In
J
Jeff Boulton
Please can you share the support doc or dev notes on this. I hope that this is built to be able to pull in opportunity if/else action without having a trigger set up with an opportunity.
Core Platform
complete
T
Tyler Zegil
Core Platform: Please post the dev notes for this so that we can see exactly what haschanged/been updated - Thank you !!!!!
A
Admin Viral Coach
Core Platform: We still need this feature and as of today it is still not possible in HighLevel
N
Nicholas Stone
Admin Viral Coach: Agreed, this is badly needed; you can get around it if you have workflows behind evry Pipeline but then you have to test on is the contact in every workflow ion the pipeline rather than just checking on are they in the pipeline!
T
Tyler Zegil
INCLUDE THE OPPORTUNITY SOURCE FIELD PLEASE!!! If does/does not contain, etc etc
S
Suresh Babu Sakthi
planned
S
Suresh Babu Sakthi
Merged in a post:
Workflow If/Else, add Pipeline/Opportunity Stage as an option.
T
Tony Ricketts
Please add Pipeline/Opportunity Stage to the if/else conditions on Workflows.Common use: We have a stage called "Waiting for Proposal". We want to setup reminders to the sales person at 3 days, 5 days, 7 days, etc. Currently, we have to setup 3 workflows for those 3 notifications. I would rather create one workflow and use "Wait 3 Days", then "If still in Waiting for Proposal stage", send next notification.
HIGHLVL-I-4146
B
Bo Congdon
yes please add
A
Andrew Kamide
This is huge! Please add!
F
Felipe Leite
That would be nice!