Location Based Workflows
Be able to create workflows based on location- for example if we have a location set up for our roofing division we would have a different set of workflows and job fields than our gutter division and our siding division.
2
votes
Emily Schaeffer
shared this idea
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GeanVertigo
commented
I see it’s been a while since this was posted, but I just wanted to chime in and ask if anyone has found a workaround for this using tags or status automation. We’ve been trying to manage different locations with custom workflows too, and it gets messy fast. Curious how others are handling this—are you just duplicating pipelines for each location, or doing something else entirely?