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YoelBA-GDS
トップ投稿者

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

解決

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?

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CateDuarte
解決策
トップ投稿者 | Elite Partner
トップ投稿者 | Elite Partner

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

解決

@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

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TomM2
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

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

解決

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

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YoelBA-GDS
トップ投稿者

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

解決

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

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

0 いいね!
CateDuarte
解決策
トップ投稿者 | Elite Partner
トップ投稿者 | Elite Partner

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

解決

@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
トップ投稿者

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

解決

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

0 いいね!