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Relate Meeting to SFDC Opportunity

Serban
  • Updated

Preface: Make sure your Chili Piper Admin has enabled Opportunity Support for the Meeting Type(s) you would like to relate to a Salesforce Opportunity. See here for details.

How to Relate a Meeting to a Salesforce Opportunity

  1. Via Browser Extension
  2. Via Booking Link

Steps:

  1. Open the Chili Piper browser extension to open the calendar.
  2. Select Queue, Assignee, and add guest(s).
  3. Select the Meeting Type where Opportunity integration is enabled. 
  4. Select which Opportunity you would like to relate a Meeting to within the Instant Booker: (if not already defaulted). 

Note: By default, the Opportunity with the nearest Close Date associated with the Account related to the "Main Guest" will populate. To view and select all open Opportunities for a related Account, click the drop-down and select the Opportunity you are booking a meeting for.

Pro-Tip: You can create a custom button on the Opportunity in Salesforce and pass the Opportunity ID and the Contact ID to the Instant Booker, which automatically relates to the right one. Learn how to create a custom Button.

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