my onboarding of partners is very simple:
1. i sent a meeting request
2. i send them reminders if they didn't schedule a meeting
3.
4.I have the meeting
5. continue business as usual
My problem in empty number 3, is that I need CRM to know there is a meeting scheduled from a lead to stop sending reminder emails.
My idea was for CRM to check the calendar looking for a lead schedule and then attach this to the lead profile, and then activate a workflow to know its scheduled and stop reminders.
Does anybody know how to employ this?