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Found 4 results

  1. Hello, How do I check if a "Record Created > Contacts {email}" is on a specific "Contact Lists > Type (static)" in X2Workflow? Thank you!
  2. Hi, I am new to X2CRM and X2Workflow. I am trying to find out if it is possible to, and if so, how to, update the Account for an Opportunity based on the Contact saved for an Opportunity. For example, if I create a new Opportunity, and select a Contact, I would like the Account field for the Opportunity to automatically populate if said Contact is tied to an Account. I have tried a number of things in the X2Workflow configuration, but nothing seems to work. Any ideas? Thanks!
  3. Hi, When working with the Workflow tools in the Admin section, there is an option to import workflows that have been created and export from X2Workflow Design Studio. How/where can one get access to this Design Studio, as there is no link to it from the Admin interface? Alternatively, how would one export a workflow that was created directly inside of X2? There are import links but no export links? Werner
  4. Hi, I've a certain workflow in which I want to increase the leadscore in 1 whenever there is an action (for example, opening email) how can I achieve this, should I use "Update Record" flow action, if yes, which value should I use as input? Thanks
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