La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg
Résolue
I'm trying to create an alert (Workflow, Report etc.) that will inform the AE that a Deal has been moved to a specific Deal Stage BUT the meeting that should be scheduled for that "next step" has not yet been scheduled. I've tried setting a Workflow trigger for Deal Stage & Call & Meeting Type but it doesn't seem watertight.
Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg
Résolue
Hey @YoelBA-GDS activities can be tricky in automation, when you look for something like "meeting name is unknown" it's still going to look for a meeting, it's not really possible to say something like "run if no activity of this type has been scheduled." What I would usually use is "next activity date" is unknown, meaning there's no future activities (such as a meeting or call) is scheduled. So you could say "deal is in stage & next activity date is unknown"
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial