RevenueHero Docs home page
Search...
⌘K
Sign in
Request a Demo
Request a Demo
Search...
Navigation
Meeting Actions
Reassign RevenueHero meetings
Documentation
Customers
Blog
Releases
Contact us
Home
Getting Started
Meetings
Overview
Meeting Actions
Reschedule
Cancel
Reassign
Mark No-shows
Schedule Again
Meeting Links
Personal Meeting Links
Meetings Profile
Group Meeting Links
Routing
Overview
Inbound Router
Campaign Router
Relays
In-app forms
Reporting
Overview
Inbound reports
Campaign reports
Rules
Matching Rules
Distribution Rules
Redistribution Rules
Redirect Rules
Meeting Types
Meeting Types
Create meeting types
Workflows
Overview
Create Workflow
Webhook Payload
Examples
Teams
Create Teams
Add Members to Team
Remove Members from Team
Settings
Personal Settings
Organization Settings
CRM
HubSpot
Salesforce
Zoho
Forms
Web Forms
Campaign/Relay forms
Integrations
Appcues
Calendars
Chrome Extension
Conference Tool
Intercom
JavaScript Events
Okta
Slack
Twilio
Guides
Admin Guides
On this page
Reassign through RevenueHero’s UI
Steps
Reassign on the calendar invite
Meeting Actions
Reassign RevenueHero meetings
Learn how to reassign meetings booked through RevenueHero.
This action can only be performed:
-
before
a meeting begins.
- by an admin.
Reassigning a meeting will have the following impact:
transfer the meeting from the original rep to the reassigned one.
automatically change the conference link in the invite.
will
not
notify the prospect about the change.
Reassign through RevenueHero’s UI
Go to Meetings —> Select the specific meeting to be reassigned.
Click on Reassign.
Steps
Select the team which the rep you want to reassign the meeting to is part of.
Select a rep who is available.
If the rep you wish to reassign it to is unavailable in the list, check their calendar to see if they have a free slot.
Check the box if you wish to update the new assignee as the CRM owner of the prospect. Click
Reassign
Reassign on the calendar invite
A pre-requisite is to install the
chrome extension
which powers this feature.
Google Calendar
Outlook Calendar
Click on the calendar invite for the meeting that you wish to reassign and click on the reassign button.
Follow the
steps
from the previous section.
Cancel
Mark No-shows
Assistant
Responses are generated using AI and may contain mistakes.