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Add "Accepted Scheduler Events" to Deals for Workflow Automation

We would like to automate "accepted" scheduler events so they can be utilized by Workflow Automation.

 

Currently, when a scheduler invite is accepted, nothing is logged within the deal, so we are not able to utilize Workflow Automation to do anything specific to the deal...such as move to the next stage. 

 

Really weird you cannot  apply automation to your own scheduler.  Hope you can fix soon. 

 

Thanks!

Sync Data from Deal Details to Linked Contact

Hi all, perhaps this is something you can help me with.

I am looking for a simple way to collect the emails of my deals and sync them with the linked contact.

I am trying to set up the Mailchimp email integration. To do this, it requires the linked contact to each deal to have the email address listed. The contact must have the email, there is not a filter that allows for the email to come from the deal details, which is where I have all of mine listed. (note: our company admins have disabled to export feature, so... (More)

need help PD

Good day I need assistance

I have this one thing I want to implement. its relating to Contracts

  1.  can PD assist me when I sign a deal with my client I want PD to automatics update my calendar continue running for 34 Months and at Month 34 it must create and meeting with my Client because client have a 5 year Contrack. all updated entry up to 34 months must be phone call entry ant month 34 must be booking.
  2. and then on same one every selected month can it automatic do a meeting with the client.
  3.   
Ted YounCommunity Driver
Software Engineer at Hashsnap

Awkward Translation: CRM experience questionnaire during trial sign-up

Greetings,

I'm filing another Korean translation mistake in trial sign-up, especially in the CRM experience questionnaire .

In English version, I don't see any problem.

In Korean version, however, we have a problem.

All three answers sound rude and abrupt because they didn't follow the rules of Korean honorifics. The correct translation will be as follows:

  1. I haven't used any sales tools before: 전에 영업 도구를 사용한 적이 없습니다.
  2. I use spreadsheets to track my sales data: 스프레드시트를 이용하여 영업 데이터를 추적합니다.
  3. I've used a CRM for my sales activities: 영업 활동을 위해 CRM을 사용했습니다.

Hope this helps.

p.s. I... (More)