Automatically create an Opportunity when a meeting gets booked
We can do this today with some APEX code and process builders, but would be much easier to setup and manage if CP could create an Opportunity when a meeting gets booked of a certain meeting type, although it may need to be an optional setting... possibly within the chrome ext during booking or after you book a meeting.
9
votes
AdminGaines Murfee
(CEO, Chili Piper, Inc.)
shared this idea
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Jared Wexler commented
Companies have also requested automatic opportunity creation