Stan Bodzick asked us, “Is there anyway to book a call back appointment in my calendar using a pipeline stage and a trigger?”

“It is not possible to book an appointment using a Pipeline Stage in conjunction with a Trigger. You can, however, book an appointment while viewing your Pipeline.
Here’s a video that should help: https://www.loom.com/share/74ad3581fb4744ffb3ea68e5473e9920”

 

Calendar, Phone and Text, Pipelines, Triggers

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