Copying meeting activity from one deal to another

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

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

2

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.

3

Hi Jennifer,

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

Regards,

Alex Castro