Is there anyway to ensure sales users log meeting notes on the activity or even better when a meeting is logged without any notes that a task is created to remind the activity creator to go back and add notes. However the workflow for task creation seems quite restrictive and will only assignt to the contact owner not the person who created the activity.
Hi @DarrenScottUK,
Out of the box, no, unfortunately. This can likely be achieved with the help of a developer, custom code actions and an Operations Hub Professional subscription – but out of the box it’s not possible as far as I know.
Best regards!