Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
filter
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Rhoda Woods asked us, “Is date of birth when I go into a contact the same as birth date in the filters? Also, can I filter to find people whose birthdate is before or after a certain date?” “Yes! It’s the same: Date of Birth…
Larry Gatz asked us, “Hi- In triggers, is there a way to add a logic to a condition? I have a trigger to add a client to a pipeline if they have a “Client” Tag, but I want to duplicate the trigger to put the…