Fika* with Membrain is an informal live webinar where we discuss the all things Membrain, and give you a chance to ask questions and chat with us.
For June's "Fika with Membrain" we discussed how to control those roller-coaster results by bringing more structure to your workflow. We went over some pretty advanced capabilities and had a lot of fun geeking out with our users on this one!
During this session, we went through different examples of automated events and rules:
(see recording at the bottom of post)
- Updating a date field when a specific step is completed such as a proposal sent.
- Triggering the creation of a new Account Growth Project when winning a Sales Project.
- Updating a custom field to "Customer", when winning a Sales Project.
- Adding conditions to prevent creation of an Account Growth Project when already a "Customer".
Recording
It was great to see so many join in for the live session, but if you couldn't make it, here's the recording.
*Fika [fee-kah] Swedish (v.) To slow down, spend time with someone you care about and learn more about each other.
Stay tuned, we look forward to seeing you at the next Fika with Membrain!
- The Membrain Team
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