I want to create a workflow to change a deal stage if a meeting is cancelled.
Possible? Thanks.
Hi @smk
I can’t think of a straight forward way to do this to the many to many to many relationships between contacts, meetings, and deals. You could use the Meeting Outcome = Cancelled in a workflow, but it might be difficult to target the right combination of meeting and deal.
Best of luck.
We’d also like to see this function.
We need a workflow to reminder our prospects to reschedule, if they canceled a meeting. Adding a meeting outcome would still be manual.
We currently manually enroll prospects into workflow.