Connect meetings automatically to deals & persons
Ruven Klunk
Member Posts: 13 VERIFIED MEMBER
We try to track 1st meetings and follow-up meetings as KPIs and therefore cluster all meeting activities accordingly. However, when meetings are scheduled via Outlook they are not automatically associated/ linked to the contact nor the deal. So they are lost in the Pipedrive space. What we have to do now is to search for the meeting and then associated to the deal, which is a extra manual effort and sometimes gets forgotten.
Is there anyway meetings can be associated to the persons email?
Tagged:
0