Manually trigger workflows from Contact or Deal views.

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Tom Kaltz

• July 19, 2019 15:36

Since we already have custom workflows that can be triggered on certain events, it would be nice to be able to configure macro or quick action buttons on deal and contact views to be able to quickly manually fire workflows for a particular record.  This will save salespersons valuable time in managing records and reduce errors in data entry.

For speed of access. It would also be nice if these macros were not hidden in the UI.  Below is a suggestion for where these macro buttons could show up in the UI.  It seems like there is a ton of white-space to put more quickly accessible action buttons.

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  Marcelo Ramagem

  • November 15, 2019 21:23
  • Edited

  100% agree. Major Upvotes. Remember... from the salesmate website marketing materials "Software that is flexible to fit"

   

  This was made 4 months ago and no progress? Yikes

   

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  Team Salesmate

  • November 20, 2019 06:22

  Sorry for delayed response, but macro buttons are not planned as of now. The alternate solution is having a macro on a tag file which can be simply triggered applying or removing tags to a contact. 

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