How to automatically schedule a meeting After Blueprint Transition
As part of our sales process, we require a technician to go to the customer's site and perform an installation prior to advancing to the next stage of the blueprint. So this will require (a) scheduling a meeting for the technician to visit the customer's site and (b) a reminder phone call the day before the scheduled meeting.
As I'm designing the Deal Blueprint, I see that I can automatically add a Task to the deal, but I can't add a Meeting or a Call.
What am I missing? There seem to be 3 types of actions that can be attached to a Deal, a Task, a Meeting and a Call. Why is Task the only option as part of the Blueprint system?
Thanks in advance for your advice!
Best,
Evan
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Evan H. Stein
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