Announcement

Collapse
No announcement yet.

Create lead to meeting

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Create lead to meeting

    How do I create a lead with all the fields related to an meeting scheduled in the calendar when this is completed?

  • #2
    Hi tothewine,

    If I understood you correctly, it will be enough for you to create a Workflow (you need to have the Advanced Pack extension):

    Click image for larger version

Name:	1.png
Views:	135
Size:	15.0 KB
ID:	102897
    Conditions:

    Click image for larger version

Name:	2.png
Views:	83
Size:	7.0 KB
ID:	102898
    Actions:

    Click image for larger version

Name:	3.png
Views:	79
Size:	14.6 KB
ID:	102899
    It is in Actions that you can specify the fields from the Meeting, the values ​​of which you need to copy into the Lead fields that were created after the Meeting ended (the Meeting status changed to Held).

    Comment

    Working...
    X