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Solved
MHarding27 on July 31, 2024
Can you alter properties based on whether a lead has booked a call?
Hi, I'm trying to build a workflow that gives a deal a certain property based on whether they have booked a call with the deal owner. Is this possible to do? Thanks
Reply Calendar Workflows
2 upvotes
5 Replies
Accepted solution
LouiseHare
Top Contributor | Partner
July 31, 2024 06:16
Hey @MHarding27 , If the meeting is associated to the Deal, I would just do something like the below- Just to note that I'm a...read more
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