Set first meeting booked date
| Field | Value |
|---|---|
| ID | 92781186 |
| Status | Enabled |
| Object Type | CONTACT |
| Scope | ambiguous |
| Created | Oct 14, 2025 |
| Updated | Oct 14, 2025 |
Functional Analysis
Business Trigger: Contact books their first meeting and this milestone needs to be tracked
Business Outcome: First meeting booked date is stamped on the contact record for reporting and lifecycle tracking
Type: StateChange | Complexity: medium
Uses fetched object properties to set date field, indicating some complexity in data retrieval
How This Workflow Functions
This workflow is designed to convert the trigger "Contact books their first meeting and this milestone needs to be tracked" into the outcome "First meeting booked date is stamped on the contact record for reporting and lifecycle tracking".
| Runtime Metric | Value |
|---|---|
| Total action nodes | 1 |
| Decision points (branches) | 0 |
| Data update actions | 0 |
| Delay/wait actions | 0 |
| Notification actions | 0 |
| Task creation actions | 0 |
| External call actions | 0 |
Enrollment / Entry Criteria
Legacy Segment Criteria
| Group | Criteria |
|---|---|
| 1 | No filters |
Step-by-Step Action Flow
| Sequence | Context | Action Type | What Happens |
|---|---|---|---|
| 1 | Main Flow | UNSUPPORTED_ACTION | Execute UNSUPPORTED_ACTION action |
Action Narrative
- UNSUPPORTED_ACTION
Group: Deal and Lead Qualification