プロフィール
Avatar
ロック解除可能なバッジを表示 ロック解除可能なバッジを表示

Tom Dalton · Owner · Silver Medal

コメント

  • The NS help states that Workflows can be bundled and distributed for easy installation. NetSuite, could you create a dozen sample workflows and save them as bundles that NS users can access (and install) for free?? You've done some of this in SuiteSource (Support>NetSuite Account Center>SuiteSource), but they are all four…
    で Workflow great if you know it! - Who does? Tom Daltonによるコメント May 25, 2011 8:46PM
  • Record Type (3rd field in making a new workflow) = Customer ...right? Also, I was looking at a saved search to specify the criteria for the group that gets the email. In the saved search criteria for "customer records", I see "Date of first order" and "Date of first sale". What's the difference? What is a good way to…
    で Workflow great if you know it! - Who does? Tom Daltonによるコメント Sep 20, 2010 2:20PM
  • How about some drip-marketing examples, like... -Welcome email sent to new customers 3 days after their first order. -"We want you back" email sent after 1 year with no order. -Quote/Estimate follow-up email after two weeks -Lead that didn't convert to customer within 3 days of lead creation ..."Lost Sale" Email T
    で Workflow great if you know it! - Who does? Tom Daltonによるコメント Sep 20, 2010 11:20AM
  • I still don't get it. ...I'm still missing too much information. Can workflows be included in a bundle? If so, then someone could make a little extra money by selling access to bundles of "canned" workflows. T
    で Workflow great if you know it! - Who does? Tom Daltonによるコメント Sep 21, 2010 4:50PM
  • Are there any resource that show a number of working workflow examples that users can simply copy and tweak for their use? -Tom
    で Workflow great if you know it! - Who does? Tom Daltonによるコメント Sep 16, 2010 1:20PM