What happens when the same contact submits multiple forms. It’s going to overwrite the custom fields and update the opportunity and reset it. This is good for one submission at a time how can we make it so it handles multiple?
Add more custom fields in the form to handle mulple issues. and allow for dulpicates on the pipeline forum, add notes to each case, so even if you overwrite the firlds it creates a card and also creates notes for seperate entries
Here’s what worded for me: 1. In the 1st (customer support request) automation) that he created, turn on “Allow Duplicate Opportunities,” in the FIRST “Create or update Opportunity” box. 2. Go to “Settings” in that same automation, & make sure “Allow Re-Entry” is turned on. 3. Go to “Opportunities & Pipelines” under your account settings, and turned on “Allow different owners of Contacts and their Opportunities” Hope this helps someone! 💜
00:01 Create an automated customer management system in Highlevel 01:21 Creating a task management pipeline with highlevel 04:08 Setting up custom questions for customer support 05:33 Automatically input additional information related to the category 08:17 Automate customer support with Highlevel for efficient workflows 09:42 Automate customer support and workflows with Highlevel 13:17 Automate customer support workflows for accurate and efficient responses. 14:50 Creating a unique ticket number for customer support system 17:41 Automate customer support actions through Highlevel platform 19:18 Automate customer support with Highlevel 22:28 Automate customer support workflows for improved efficiency 24:13 Automate workflow duplication and task management for customer support 27:24 Automating customer support tasks using Highlevel 28:48 Highlevel customer support automation with task management and progress tracking. Crafted by Merlin AI.
Here’s what worded for me: 1. In the 1st (customer support request) automation) that he created, turn on “Allow Duplicate Opportunities,” in the FIRST “Create or update Opportunity” box. 2. Go to “Settings” in that same automation, & make sure “Allow Re-Entry” is turned on. 3. Go to “Opportunities & Pipelines” under your account settings, and turned on “Allow different owners of Contacts and their Opportunities” Hope this helps someone! 💜
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What happens when the same contact submits multiple forms. It’s going to overwrite the custom fields and update the opportunity and reset it. This is good for one submission at a time how can we make it so it handles multiple?
@AutomatedMarketer
Add more custom fields in the form to handle mulple issues. and allow for dulpicates on the pipeline forum, add notes to each case, so even if you overwrite the firlds it creates a card and also creates notes for seperate entries
Here’s what worded for me:
1. In the 1st (customer support request) automation) that he created, turn on “Allow Duplicate Opportunities,” in the FIRST “Create or update Opportunity” box.
2. Go to “Settings” in that same automation, & make sure “Allow Re-Entry” is turned on.
3. Go to “Opportunities & Pipelines” under your account settings, and turned on “Allow different owners of Contacts and their Opportunities”
Hope this helps someone! 💜
Hey - How do you remedy when an assigned user is not working on a particular day? Do they need to adjust their availabilities and then rerout?
yep or create an if/else based on times
Are the snapshots for these automations available?
Not this one, no.
where is the demo to how how it works?
??
00:01 Create an automated customer management system in Highlevel
01:21 Creating a task management pipeline with highlevel
04:08 Setting up custom questions for customer support
05:33 Automatically input additional information related to the category
08:17 Automate customer support with Highlevel for efficient workflows
09:42 Automate customer support and workflows with Highlevel
13:17 Automate customer support workflows for accurate and efficient responses.
14:50 Creating a unique ticket number for customer support system
17:41 Automate customer support actions through Highlevel platform
19:18 Automate customer support with Highlevel
22:28 Automate customer support workflows for improved efficiency
24:13 Automate workflow duplication and task management for customer support
27:24 Automating customer support tasks using Highlevel
28:48 Highlevel customer support automation with task management and progress tracking.
Crafted by Merlin AI.
Nunu...How will this workflow ensure the contact will not duplicated?
It will overwrite everytime
Here’s what worded for me:
1. In the 1st (customer support request) automation) that he created, turn on “Allow Duplicate Opportunities,” in the FIRST “Create or update Opportunity” box.
2. Go to “Settings” in that same automation, & make sure “Allow Re-Entry” is turned on.
3. Go to “Opportunities & Pipelines” under your account settings, and turned on “Allow different owners of Contacts and their Opportunities”
Hope this helps someone! 💜
Love this!
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