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Kristie Gabel Information in Leads automatically going to calendar?
I have some custom fields in Leads
1. Assigned To with a pick list of contractors (they are not users)
2. Date and Time to be used for when they are scheduled to go to customers house
3. Description Box used to explain the problem and what needs to be looked at.
Is it possible to have all that information as well as the customers name, address, phone, etc automatically sent to the calendar as a meeting for the date and time I put in rather than having to do a second step and creating an appointment and having to input all that info manually agian? Which ultimatley will all tranfer to the Google calendar which is what the contractors use.
1. Assigned To with a pick list of contractors (they are not users)
2. Date and Time to be used for when they are scheduled to go to customers house
3. Description Box used to explain the problem and what needs to be looked at.
Is it possible to have all that information as well as the customers name, address, phone, etc automatically sent to the calendar as a meeting for the date and time I put in rather than having to do a second step and creating an appointment and having to input all that info manually agian? Which ultimatley will all tranfer to the Google calendar which is what the contractors use.
You are referring to 'New Task' or 'New Meeting Request' button in Leads?
Kristie GabelThank you. After I thought about I I came to the same conclusion. Easy is better!!
Kristie Gabel
Administrative Assistant/Office Manager
Trotter Roofing and Gutters
(404) 610-9100
Kristie GabelWell neither but I want them to all go onto the calendar as a meeting. Does that make sense?
Kristie Gabel
Administrative Assistant/Office Manager
Trotter Roofing and Gutters
(404) 610-9100