Deal Workflow Action that auto associates contacts to events they attended in event hapily (Automatic Deal > Event Attribution)
complete
Ryan Huff
A deal workflow action that would run when a contact is associated to a deal. If the associated contact is associated to a hapily event object, the workflow will automate the association of the deal to the event. The workflow action ideally would be able to have behaviors set that dictate which event to associate the deal to based on the contact. The options could be first event attended, latest event attended, all events, or some combination of those options. There would also be an option to choose how far back events took place that would allow them to be associated.
D
Dax Miller
complete
This is live!
Ryan Huff
in progress