topic Re: Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg in Sales Hub Tools

Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

YoelBA-GDS — Thu, 14 Sep 2023 09:37:19 GMT

I'm trying to create an alert (Workflow, Report etc.) that will inform the AE that a Deal has been moved to a specific Deal Stage BUT the meeting that should be scheduled for that "next step" has not yet been scheduled. I've tried setting a Workflow trigger for Deal Stage & Call & Meeting Type but it doesn't seem watertight.

Any suggestions?

Re: Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

CateDuarte — Thu, 14 Sep 2023 10:49:44 GMT

@YoelBA-GDS maybe you can play with the "Next activity date" property? Combine it with Activity Type and create date?

Re: Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

TomM2 — Thu, 14 Sep 2023 10:51:17 GMT

Hey @YoelBA-GDS activities can be tricky in automation, when you look for something like "meeting name is unknown" it's still going to look for a meeting, it's not really possible to say something like "run if no activity of this type has been scheduled."
What I would usually use is "next activity date" is unknown, meaning there's no future activities (such as a meeting or call) is scheduled. So you could say "deal is in stage & next activity date is unknown"

Re: Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

YoelBA-GDS — Thu, 14 Sep 2023 11:43:41 GMT

Well I tried the above but it still flags Deals WITH Meetings.

Re: Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

YoelBA-GDS — Thu, 14 Sep 2023 11:44:11 GMT

I'll give it a try! Thanks for the suggestion.