Sales Hub Tools

YoelBA-GDS
Top Contributor

Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

SOLVE

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.

 

Any suggestions?

0 Upvotes
1 Accepted solution
CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

SOLVE

@YoelBA-GDS maybe you can play with the "Next activity date" property? Combine it with Activity Type and create date? 

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

View solution in original post

4 Replies 4
TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

SOLVE

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

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


YoelBA-GDS
Top Contributor

Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

SOLVE

WIP - Deal Stage Promoted but no corresponded Meeting Scheduled.png

 Well I tried the above but it still flags Deals WITH Meetings. 

0 Upvotes
CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

SOLVE

@YoelBA-GDS maybe you can play with the "Next activity date" property? Combine it with Activity Type and create date? 

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
YoelBA-GDS
Top Contributor

Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

SOLVE

I'll give it a try! Thanks for the suggestion.

0 Upvotes