Credit back prospect booking limit if meeting is cancelled
1
vote
Todd Vintr
shared this idea
This is possible via Credit & Adjustment settings in your Distributions. To set it up:
- Enter the relevant Workspace
- Select 'Distributions' in the left navigation
- Select 'Credits & Adjustments' in the top navigation
- Under the section 'Credit Back Assignee', toggle 'Enabled' on for the setting 'If meeting is canceled'
See section 'Credit Assignees' in this help article for more: https://help.chilipiper.com/hc/en-us/articles/29190418659987-Vacation-and-Distributions-Credits-Adjustments.