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Hubly Product Requests
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Branching or Contingent Next Workflow Feature
Allow next workflow (NWF) to be one of many and contingent upon which of 2 tasks is completed. For example; if prospect signs agreement, then NWF=Onboard Client, if the prospect doesn't sign the agreement, then NWF=move to lost.
6
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in progress
41
Ability to delete duplicated Clients in Hubly
Sometimes I accidentally create duplicated contacts! Is there a way that we can have some kind of tracker that flags when a duplicate email, phone number or name is created?
2
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in progress
3
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