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[Workflow] Meeting Creation Following Lead Creation

workflow meeting lead

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#1 brandonecarr

brandonecarr

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Posted 29 January 2014 - 05:11 AM

Hello-

 

In using the 'Leads' section, I have implemented a Date/Time selector. We employee canvassers that go out daily and make appointments, and then enter their leads into the system. Using the Workflow function, I employed the system to create a Meeting to match the canvasser scheduled appointment date. The problem is that when creating the Workflow, there was no option to select my custom field so that the Meeting would be created on the appointment date. Is there already a way for this to be done? I simply want the appointment date to be created automatically when my canvassers put the appointment date into the Leads section. The system already does everything it needs to do, just need to get the date/time functionality working. 

 

Thanks! 

 

Brandon

 

Screen Shot 2014-01-28 at 9.10.17 PM.png







Also tagged with one or more of these keywords: workflow, meeting, lead

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