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Kristie Gabel Custom Lead fields automatically transferred to calendar?
I have created a few custom fields in the new Leads tab.
1. "Lead Assigned To:" with a pick list of contractors (They are not users, its for reporting purposes only)
2. Date and Time- which is meant as the date and time I have scheduled that contractor to go to the customers residence
3. "Description" which allows me to type what the issue is and what the contracor needs to look at when there.
Is there a way where, when I put in the date and time the information can automatically put sent to the calendar as a meeting? I'm talking all that information. Customer name, address phone, what's in the description, and who the contractor is
1. "Lead Assigned To:" with a pick list of contractors (They are not users, its for reporting purposes only)
2. Date and Time- which is meant as the date and time I have scheduled that contractor to go to the customers residence
3. "Description" which allows me to type what the issue is and what the contracor needs to look at when there.
Is there a way where, when I put in the date and time the information can automatically put sent to the calendar as a meeting? I'm talking all that information. Customer name, address phone, what's in the description, and who the contractor is