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russellmasters
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Member since ‎Feb 7, 2021
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Russell Masters

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russellmasters on February 07, 2021
Create a deal workflow from a new meeting
Pretty new here, but wanting to know if its possible to create a workflow that creates a deal in a specified stage after a meeting has been booked? We have leads coming in from several sources who are given the opportunity to book a call with on read more
Reply Discussion Professional Starter Workflows
0 upvote
4 Replies
russellmasters
Participant
February 08, 2021
Thanks for that, seems my issue was because our sales product is starter not professional.
Solved
russellmasters on February 07, 2021
Create a deal workflow from a new meeting
Pretty new here, but wanting to know if its possible to create a workflow that creates a deal in a specified stage after a meeting has been booked? We have leads coming in from several sources who are given the opportunity to book a call with on read more
Reply Discussion Professional Starter Workflows
0 upvote
4 Replies
russellmasters
Participant
February 08, 2021
Thanks for that, seems my issue was because our sales product is starter not professional.
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