Hi, it would be great to be able to use Meeting information in workflows.
That way one can update custom fields on the contact, deal or company object based on meeting data (e.g., who is doing the meeting in case of round robin meeting types)
Status: Idea Submitted
Hi, it would be great to be able to use Meeting information in workflows.
That way one can update custom fields on the contact, deal or company object based on meeting data (e.g., who is doing the meeting in case of round robin meeting types)