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New Idea

Allow flagging some Gong meetings as a different activity type based on a filter criteria

Related products:CS Timeline & Activity Tracking
  • August 27, 2024
  • 0 replies
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Currently, we have all Gong meetings synch into Timeline as activity type = Meeting. We would like to filter some gong meetings and flag them as Monthly Governance Meetings instead based on the filter that customer meeting was attended by sponsor, setting a flag as true in the activity. Currently, we dont seem to do that for certain Gong meetings and CSMs have to update the activity manually.