I need some help -> how to add person phone number to an activity description.
I am using automation for the process of automating some sale funnels.
I am trying to use workflow automation to add the contact persons (the clients) phone number in the notes of a scheduled activity. But I can't seem to make it work. I guess I am doing something wrong. Any examples?
BTW I am able to change the activity name: [Activity contact person name] + Call with
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited September 2020 #3
Hi @BloxTax I'm very sorry to disappoint you but it's currently not possible to do this. However, our team is planning some updates on the feature and I'm going to pass on your feedback to them so we can hopefully do this in the future. I've added the tag "Feedback and feature suggestions" to your post as well.
Thanks for sharing!0
Alliance Solar Posts: 1edited November 2020 #5
activity description templates are a must0