I’m trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that property would be a custom “Service Date” property.
I don’t want to create an event on my calendar and use a Meetings Link to check for that availability, since I’d like to caputre my customer’s requests (for tracking purposes) instead of just showing that day blocked on a Meetings link .
Ideally, the customer would file a request through a form, which would create a Deal, which would then check in the system if there’s a Deal with the same “Service Date” property, and then send an email to the customer if the date is available or not.
Any ideas?
Pardon for being in German, but I think you get the memo.
They are no Deals properties those are contact ones. However you could simply have a workflow create a new deal once custom proteries have been changed.
Thanks for the reply!
However, I don’t think this is what I’m looking for, because I’d like to
caputre my customer’s requests (for tracking purposes). If I use the
Meetings tool, the date simply won’t be available, but I won’t be able to
capture the fact that they requested it (along with other information).
I’d like to have the customer to file a request (through a form). I already
have that workflow that creates a deal. That’s already taken care of. What
I NEED to do is some kind of workflow/process/integration that would simply
check if there’s already a Deal with a property with the same value.
