A meeting can be related to one or more Leads, Deals or Contacts. In this case which entity’s UTM values the app should copy to the Meeting.
- Select entity for priority order P0, P1 and P2.
- The app will prefer the entity available on the Meeting set as P0. And if entity set as P0 is not associated with the Meeting or No Campaign information are available on the entity, then the app will check for the entity set as P1 followed by P2.
When a Kylas user creates a Meeting in Kylas then the application will look for the campaign information available on the related entities and copy it on Meeting.