The "contact owner" is not the "Meeting owner"
SOLVE
1 Accepted solution
The "contact owner" is not the "Meeting owner"
SOLVEHi @CLihoum,
This is unfortunately not possible at this stage. The approach here would be as shown in the screenshot below. However, you'd have to create workflow (or branch) for each user. Additionally, it's currently not possible to re-enroll contacts into a contact-based workflow when there is a new activity. Each contact would only enroll once.
An easier alternative is for sales reps to set up their notifcations. With the correct user notifications, they would receive an email about a new meeting booked anyway (under "Form submissions" in the notification settings) – they simply would have to pay attention to whom it is assigned.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
The "contact owner" is not the "Meeting owner"
SOLVEThe "contact owner" is not the "Meeting owner"
SOLVEHi @CLihoum,
This is unfortunately not possible at this stage. The approach here would be as shown in the screenshot below. However, you'd have to create workflow (or branch) for each user. Additionally, it's currently not possible to re-enroll contacts into a contact-based workflow when there is a new activity. Each contact would only enroll once.
An easier alternative is for sales reps to set up their notifcations. With the correct user notifications, they would receive an email about a new meeting booked anyway (under "Form submissions" in the notification settings) – they simply would have to pay attention to whom it is assigned.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
