Ability to exclude the weekends for Time-Based automations.7 votes
We are still in the process of reviewing feedback and reviewing demand for this feature.
At present, we can create triggers but we do not see a way to Add a sales rep or other Team member automatically as Assigned To. For example, when creating a Task based on a trigger, we can set a Task or Email etc but Assigned To is not possible at time of trigger/automation creation.3 votes
Are you looking to set a new “Assignee” when the automation is triggered, or are you trying to trigger the automation based on Assignee?\
Let us know so we can pass along the right info. Thanks!
It would be great if we could associate products to each other. Ex: if you need (item#) then you will need (item#) so it will auto populate or ask do you want to add this item too? Certain mini split systems I sell need an adaptor so if we select that item it would be beneficial that it auto populates so its not forgotten.3 votes
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