• Works with company, deal, quote and ticket-based workflows
  • DOES NOT WORK WITH CONTACT-based workflows.
• Apply Go to other action to connect similar functions from If/then branches.

In this example:

• If the trial doesn’t end in 10 days, the contact goes down the “NO” branch.
• After 15 days, rather than creating a similar task to call the associated contacts:
  • Click the plus icon +
  • Select Go to other action
  • Select the action within the workflow to connect to – must be within an if/then branch