topic Copying meeting activity from one deal to another in Tips, Tricks & Best Practices

Copying meeting activity from one deal to another

ACastro6 — Thu, 25 Aug 2022 21:16:00 GMT

Hello,

Is it possible to copy a meeting activity from one deal to another?

I have two pipelines (one for SDR´s and another for AE´s). The SDR schedules a meeting and I need that meeting appears in new deal in AE´s pipeline. And I can´t copy all activities from the company when I´m creating the new deal.

Thanks in advance

Alex Castro

Re: Copying meeting activity from one deal to another

Jnix284 — Thu, 25 Aug 2022 22:15:54 GMT

HI @ACastro6 , there is no way to automate this that I have ever been able to find.

The only way I know is to click on the meeting and add the association with the new deal after it is created.

Re: Copying meeting activity from one deal to another

ACastro6 — Fri, 26 Aug 2022 21:07:28 GMT

Hi Jennifer,

Thanks. It´s not exacty what I´m looking for but it works.

Regards,

Alex Castro