Jeffrey Pirhalla
Individual-
Jeffrey Pirhalla started the discussion Need help finding Salesforce Apps for building a pipeline workflow. in the forum Salesforce® Discussions 6 years ago
Need help finding Salesforce Apps for building a pipeline workflow.
Seeking suggestions for Apps that can:
- allow custom process workflow (e.g., 20-step process for each Opportunity/Deal)
- automatically send emails to task owners if critical date is missed
- ability to view all Opportunities in a pipeline report
Thanks in advance.
-
Jeffrey Pirhalla became a registered member 6 years ago
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