Workflows based on meeting outcome "Completed"
SOLVEIs it possible to create a workflow on a Lead Object with a trigger meeting outcome: Completed ?
I created a lead stage called "Demo" and want to move all leads that have a meeting assigned to the lead with outcome: Completed.
I cannot find any solution but maybe any of you have any tip how to do it?
2 Accepted solutions
Workflows based on meeting outcome "Completed"
SOLVEHi @Xiawanbai,
Yes, to do so click into the enrolment criteria and choose the 'Set up triggers' > 'When filter criteria is met' option. When you start adding filters, you should see a 'Filtering on' dropdown in the second left sidebar that you can change from the lead object to activities. Under activities, simply specify meeting outcome = completed and save 🙂
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Workflows based on meeting outcome "Completed"
SOLVEYes, you can do that:
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Workflows based on meeting outcome "Completed"
SOLVEYes, you can do that:
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
|
Did my post help answer your query? Help the community by marking it as a solution. |
Workflows based on meeting outcome "Completed"
SOLVEHi @Xiawanbai,
Yes, to do so click into the enrolment criteria and choose the 'Set up triggers' > 'When filter criteria is met' option. When you start adding filters, you should see a 'Filtering on' dropdown in the second left sidebar that you can change from the lead object to activities. Under activities, simply specify meeting outcome = completed and save 🙂
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
