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samuelrobinson
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Member since ‎Apr 27, 2020
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kbjornaas on September 20, 2019
Never Log for Meetings and Calendar sync
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of read more
Reply Idea Meetings
202 upvotes
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samuelrobinson
Member
October 05, 2020
yes this is needed to stop clouding reporting of # meetings per week by Rep
samuelrobinson on April 29, 2020
Creat workflow for last call or meeting more than 90 days ago
Hi All, Am looking to create a workflow for my team whereby it creates a Task for them to call any contact that has a last call or meeting date of more than 90 days. Have been able to identify the filter for my team member but not to identif read more
Reply Discussion Workflows
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