Queues
- Introduction to Queues
- Queue Setup Checklist
- Creating a Queue for Concierge
- Managing Multiple Meeting Types Within a Queue
- Routing Rules for Concierge
- Routing Leads Based on Ownership
- Routing Leads to the Existing Lead Owner
- Lead Routing Based on Region
- Routing Leads with Advanced Round Robin
- Matching Leads to Existing Account Records in Salesforce
- Managing Round Robin Queue Settings
- Understanding the Role of the Default Booker
- Managing Invitation Settings for The Booker
- Rescheduling a Meeting Back into a Queue
- Creating Group Meetings
- Enabling Hot Handoffs