We try and save lots of time in our sales process with automation, however, there are some huge things missing. I.E
- When using PD caller, you can choose an outcome, but can't automate from it? So, if someone you called wasn't there, you should be able to trigger an automated email from the outcome - saying we tried to call and inset a meeting link. We have a workaround but not ideal.
- Meeting links should be dynamic fields! So, again, if you want to trigger an email based on an activity, you can only insert your own meeting link and therefore have to duplicate the automation for each user. You should only have to do this once and PD pull in the meeting link associated to that user.
I am new to this forum and not sure how I can ask for this to be voted on.