In workflows, it would be great to have a way to populate/set the call and meeting type. Currently, since this type is not a regular property, there doesn't seem to be a way to set it.
When I submitted a support ticket on this, I was told: "since it's an Activity type property it can't be used in the 'Set Property Value' workflow action, which works for regular contact/deal/company/ticket type properties."
This would be great to have! I would love to automate the setting of call types for a meeting that takes place based on what pipeline & stage the deal is in. We use meeting links to set it, but about half our meetings are set on the phone not using a link and the type never gets filled out.
Highly relevant when the meeting types change with the development of the company and a bulk update with a workflow would be the most convenient solution!!
Automating as much of the manual work (of sales people) as possible is the only sustainable way to get accurate reporting. Is there really no work around for this?
Absolutely!! Upvote this x100 — it would save so much time keeping data clean when we just use our regular Outlook calendars to put certain meetings on the calendar. I love that the meeting types are pre-set if the client uses a meeting link, but sometimes we set the next meeting while we're on a call and it's easier to just pull up outlook. If I could set the meeting type based on what the meeting name contained through a workflow, that would be so incredibly useful!
