Workflow Task after Meeting
Aug 6, 2019 4:17 PM
I'm trying to create a Workflow that will automatically assign a task (or even better, prompt the owner of a Deal to update a property) after a meeting takes place.
For example, a rep has a meeting scheduled for 11:00 AM through the Meeting function. After 11:00 AM, I want a task/prompt to be created asking the rep to update the Outcome of this meeting.
I've been using the "Meeting Start Time" property, but I can't seem to get the details 100% right where once that start time has passed, the task kicks off.
Has anybody had success with something similar?
(Ideally, the Meeting function would do this on it's own where the user can log the meeting outcome just like a completed Call, but doesn't seem like the system is there yet).
Thanks in advance!