In Meeting Types Templates -> Salesforce Options Dropdown, you can enable your Meeting Template to get related to the following Objects in Salesforce:
- Case
- Opportunity
When this option is selected, reps can select which Case or Opportunity to relate a specific meeting to right from the Instant Booker or via Suggested Time. When a meeting is booked via a related Case or Opportunity, the Event will automatically be written to Activity History of the associated Case or Opportunity.
Benefits:
- Opportunity (Sales)
- AE's no longer have to add Contact Rules to associate meetings with an Opportunity
- Sales Management can track and monitor all meetings related to an Opportunity
- Case (CS, Support)
- Saved time by populating Meeting Templates directly from Salesforce using the following Case Specific Dynamic Tags
- {!Case.Subject}
- {!Case.CaseNumber}
- {!Case.Description}
- Increased visibility on meetings associated with specific cases
- Support reps can help customers by providing personalized booking links that will associate with case when meeting is booked
- Saved time by populating Meeting Templates directly from Salesforce using the following Case Specific Dynamic Tags
How to Enable Case or Opportunity Support for Admins:
To enable a Meeting Template to relate Case or Opportunity, simply check the box and select whether you would like to relate to a Case or Opportunity.
Once selected, this Meeting Template will be give your reps the ability to relate a Case or Opportunity.
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