Create an 'opportunity' in the sales pipeline system when a customer signs up for a calendar appointment.
complete
David Waters
When someone books an appointment, I'd like the option of automatically creating an opportunity within a chosen pipeline for each type of event. It should be optional for each event type.
D
David Lamoureux (Product Support Analyst)
complete
I am happy to announce this feature is now complete! You can set a trigger in a workflow by Appointment Scheduled.
D
David Lamoureux (Product Support Analyst)
complete
I am happy to announce this feature is now complete! You can set a trigger in a workflow by Appointment Scheduled.