So I am trying to figure out how to build a really smooth workflow for my organization and am testing out WebMerge now. So for all intents and purposes, I am the new guy.
The auto-generating invoice feature really makes WebMerge worth the money for us.
My question is:
Can you trigger events at specific stages in the pipeline? It isn't as useful if the form is created right when the 'deal' is added nor do we need it at the tail end. Can someone point me to the right direction?
I appreciate any and all help!