Workflow to create Meeting
Hi community!
I have a Date/Time field in Leads called 'Meeting Date'.
When a user edits this to contain a value, I would like to automatically create a Meeting assigned to the Lead.
The Lead Owner should be the Host of the Meeting and the 'Meeting Date' field should dictate the date and time of the Meeting, with a default duration of 2 hours.
The Title of the Meeting should be the 'Company Name' field.
The Location should be a combination of the fields 'Address Line 1', 'Address Line 2', 'City', 'County' and 'Postcode'
The 'Notes' section should be the Description.
From what I have seen this can't be done via a default workflow and would require a Custom Function. Deluge is a weakness for me and I'm still trying to get to grips with it - if you could offer me the correct code for this it would be much appreciated!
I've got the rest of the workflow sussed, I'm just struggling with the correct code.
Thank you,
Zayd
Topic Participants
zayd
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________