If the guest form was used to book a meeting, show the email address when viewing the meeting record from the dashboard
If the guest form was used to book a meeting, show the email address when viewing the meeting record from the dashboard. If someone books with the guest form and Chili Piper was unable to create the record in CRM, we have no way to track down the email address used and manually create the record in CRM. (We would have far greater errors if we had Chili Piper set to create the contacts all of the time; there are reasons we cannot do this.)
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Mary Harling
shared this idea
You can see the email address in Meeting Activity!
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Mary Harling
commented
I am trying to see this update, but don't have a Meeting Activity option under Reports. Is it the same meeting grid I see when going to the Dashboard or am I missing the ability to access it?