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