Automation rules for proxy votes
Who would it benefit? |
Product managers who take actions on proxy votes |
What is the challenge? |
Managing and updating proxy votes takes time to do manually today. One example: We would like to automatically populate the organization's ARR on our proxy votes. |
How might it work? |
We would like to copy data to and from proxy votes automatically or assign proxy votes to be reviews based on their field values. |
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MERGED
Automation Rules for Proxy Votes
What is the challenge? We have a custom field for proxy votes called 'Escalated'. When any proxy vote is escalated, we would like to update the 'Escalated' field on the idea to know that the idea itself is escalated. Then if all escalations are re...
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Future consideration
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We track billable components for work in Opportunities in SF. This would allow us to automate the process for moving ideas quotes that have been approved to move forward without manual intervention. Would LOVE this