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Marisa Grimes 님이 #Sales And Marketing에 질문했습니다
Internal and External Sales Team - Internal calls a contact a creates an event then assigns to the external salesperson to meet with the contact.  Is it possible to automatically populate the Contact Information in the description of the event?
답변 2개
  1. 2014년 7월 22일 오후 8:18
    No, not without custom code. Workflow rules do not support a field update on Description that can include Contact level details. You will have to resort to the Name field's lookup relationship to the Contact to reference any Contact details.
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