I use multiple Workspaces inside a Project. The first and main one with the Client to send their contract and get payments etc. Then another one with my internal employees, Team Workspace. Finally, we may also have a Contractor Workspace for things that are only for a contractor that we are handling directly for the client (as opposed to the client booking them).
The thing I’d like to see is for Honeybook NOT to create automations that are for the Pipeline in these side workspaces. I have them set to “Not Tracked” or “Do not track on pipeline” to indicate that there is no need for a “sale” when I’m talking with a cake baker or my own employees. But I do send them files, sometimes they are files that need to be filled or signed like a W9 or an Independent Contractor Agreement. This triggers our pipeline sales automation which I always have to turn off, which is annoying.
I would like a feature request or a product update that would make it so no automations get triggered if the Workspace type is not the Client workspace and/or if the pipeline stage is set to “Do not track on pipeline”.
Thanks!
(Also, when do I stop being a Newcomer lol! I’ve been on HB since 2016)
