Book a follow-up meeting
Learn how to book your second meeting with the same prospect.
This action can only be performed after a meeting is completed.
In order to enable reps to schedule another meeting with the same prospect, you will need to set up a relay.
- Go to Meetings —> Select the specific meeting where you’d like to schedule with them once again.
- Click on Schedule Again.
- Ensure that it’s the right contact and the right relay that’s selected.
- Click on Assign to me if the meeting if you’re the meeting organizer, else select Relay to a Colleague. Also ensure that the prospect’s timezone is set correctly.
- Browse the timeslots for the desired one. Ensure it’s the right assignee in the sidebar (on the left side).
- Click on the time slot, add additional guests if applicable and select Book Now.
- You’re all set!
