Jun 5, 2020 2:16 PM
Here's what I am trying to do.....
I have a seven email workflow, with the goal to be booking a meeting with our sales reps on Calendly. (Already integrated)
In my workflow, I have the overall goal to be Activity->Meeting name "contains Calendly".
Everything works fine in the workflow, but I am struggling on how to report on this specific goal being met.
I also tried to do a report on meeting name, but it won't offer the option for "contains Calendly" - I don't need a report on all meetings, I need a report on *just* calendly meetings being booked.
Any ideas? I'm stumped, and I've run out of creative profanity.....