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Joined the community 07-08-2023
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Of course, thanks for highlighting that functionality. I think I have everything needed, thanks so much for the help on this.
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Yeah- there's a way you can pull this with the engagement programs, but it'd require a bit of additional setup! Basically, you'd set the stream cadence such that the cast runs ev...
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Would it be possible to expand on how this would work? Not familiar with using counters.
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Thanks for the feedback and noted on the order of flow steps. To sanity check - if a record had a "Client End Date" of 19/03/24, it would be removed from the flow tomorrow morning?...
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Hi, I'm trying to create a smart campaign to do the following: Add to flow when record becomes a new client Send and email every 6 months Remove lead from flow 6 months prior to th...
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