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

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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
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Top colaborador(a) | Parceiro Elite

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

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@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
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Autoridade no assunto | Parceiro Platinum

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

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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
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Baskey Digitial

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

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

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

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CateDuarte
Solução
Top colaborador(a) | Parceiro Elite
Top colaborador(a) | Parceiro Elite

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

resolver

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

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

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