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.

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Reassign through RevenueHero’s UI

  1. Go to Meetings —> Select the specific meeting to be reassigned.
  1. Click on Reassign.

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Steps

  1. Select the team which the rep you want to reassign the meeting to is part of.
  1. 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.
  1. Check the box if you wish to update the new assignee as the CRM owner of the prospect. Click Reassign

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Reassign on the calendar invite

A pre-requisite is to install the chrome extension which powers this feature.
  1. Click on the calendar invite for the meeting that you wish to reassign and click on the reassign button.
  1. Follow the steps from the previous section.