You can handoff meetings to the right rep in 2 clicks under 5 seconds. This article covers how you can do that.
BDRs can book a meeting with the prospect for the right Account Executives without even logging into RevenueHero.
In this article we’ll look at how to book meetings from within your CRM tool.
BEFORE WE BEGIN
There are a couple of pre-requisites to create your first Relay:
In your CRM dashboard, you’ll find a “New Meeting” button right next to the RevenueHero logo. (we’ve shown Salesforce for example here, but the same applies to HubSpot and Zoho CRM as well)
Click on the “New Meeting” button.
The “Relay a meeting” window will pop-up on your screen. Enter all the relay details here including the prospect’s name, email, and time zone. Along with this, you’ll need to choose who to assign the meeting to. You can choose between “Assign to me**” or “Relay to a colleague”.
Next up, choose the Relay setting you want to use. Going with our example, remember we named our Relay “US West Handoff”. You can choose that Relay from the drop-down.
Here you will be able to see the meeting type, the AE who has been assigned, and their calendar availability. You can also choose to add team members and invite external guests.
Next, you will be required to pick the time slots from the ones available in the AEs calendar. You can move your cursor and choose one for the desired date.
You can handoff meetings to the right rep in 2 clicks under 5 seconds. This article covers how you can do that.
BDRs can book a meeting with the prospect for the right Account Executives without even logging into RevenueHero.
In this article we’ll look at how to book meetings from within your CRM tool.
BEFORE WE BEGIN
There are a couple of pre-requisites to create your first Relay:
In your CRM dashboard, you’ll find a “New Meeting” button right next to the RevenueHero logo. (we’ve shown Salesforce for example here, but the same applies to HubSpot and Zoho CRM as well)
Click on the “New Meeting” button.
The “Relay a meeting” window will pop-up on your screen. Enter all the relay details here including the prospect’s name, email, and time zone. Along with this, you’ll need to choose who to assign the meeting to. You can choose between “Assign to me**” or “Relay to a colleague”.
Next up, choose the Relay setting you want to use. Going with our example, remember we named our Relay “US West Handoff”. You can choose that Relay from the drop-down.
Here you will be able to see the meeting type, the AE who has been assigned, and their calendar availability. You can also choose to add team members and invite external guests.
Next, you will be required to pick the time slots from the ones available in the AEs calendar. You can move your cursor and choose one for the desired date.