CRM

AWalker8
Member

Auto delete an meeting activity if the meeting is cancelled

Is there a way to automatically remove meeting activity if a meeting gets cancelled?

At the moment when a contact cancels a meeting with a HS user the activty still shows as scheduled in upcoming activities which is misleading/confusing.

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christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Auto delete an meeting activity if the meeting is cancelled

@AWalker8  Great question, I usually recommend keeping the canceled meeting in the activity feed as it is actionable data. 

Seeing which users are canceling meetings is a good metric to track, especially for sales. 

To answer your question, there isn't a way to auto-delete activities based on status.


Christopher Barnett - VP of Revenue at Aptitude 8