External bookings

The booking of the meeting itself takes place from Telecenter in Activity Center. In each call, there is now a button - Book meeting external - which starts the process.

Firstly a dialog appears where it is possible to set meeting time, duration and optional free text. In the dialogue box, it should also be indicated who from your client / partner to participate in the meeting. If the campaign is fully specified, this choices are already made. However, you can select other participants from the same company as the meeting participant.

When everything is completed, click OK, and one or two e-mails will appear on screen. These e-mails are created from the templates attached to the campaign, but with content stemming from the current call.

Edit each mail if needed and click Send.

Behind the curtain, an activity is also created with your client meeting participant and the subject contact on the participants list. This activity can be found as all other activities in ChannelCRM and may be changed or canceled. This also means that you can keep track of all activities (meetings) that have come out of a campaign.

Page url: http://www.channelcrm.net/us/index.html?net_mar_booking.htm