Attach events to closed opps in salesforce
We'd love the option to have Chili Piper relate an event to a closed opportunity, especially in scenarios when we are using a smart booking link with that opp ID. This is helpful when we have a prospect return to us after being closed lost. We also have team members who work out of closed won opportunities (sale is final, but product needs to be delivered).
2
votes
Amy Holland
shared this idea
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kdwyer714
commented
Currently, we have the option to connect meetings to Cases or Opportunities, but the opps only show if they are open. It's not possible to automatically connect a meeting to a closed opp, even if it's Closed Won.