Outcome capabilities in Workflows
complete
T
Trent Porter
Would be nice to be able to create and choose from outcomes like redtail allows in their workflows. For example, after a prospect meeting, ability to select from yes, no and undecided, and depending on answer would direct you to a corresponding workflow. Similarly it would be great for task reminders in workflows to have "if, then" capabilities!
Louis Retief
complete
Forms & Conditional Logic within Workflows!
Use Hubly's Forms and Conditional Logic within Workflows for more accurate client journeys
https://help.myhubly.com/en/articles/8224680-forms-conditional-logic-within-workflows
Conditional and Automated Next Workflows (Beta)
Hubly’s Conditional and Automated Next Workflows enable automated next workflow transitions using conditional logic and forms.
https://help.myhubly.com/en/articles/10467970-conditional-and-automated-next-workflows-beta
J
Jacquie Webster
This would be so nice for tasks that might not be applicable in a workflow instead of deleting the task or leaving it unchecked and having to go in and check the notes.
E
Emma Simmons
Yes!
W
William Nunn
Must have