When it comes to one of your clients booking a meeting with a specific salesperson, Meeting Scheduler's got you covered. What about if you have an entire sales team that takes calls from multiple inbound leads? It's got that covered too!
With Meeting Scheduler's team booking URLs, you can simplify your inbound lead process by opening up the calendars of your sales team in a single link and ensure that leads are distributed fairly.
How to set up a sales team booking URL
You first need to create a sales team in Partner Center. To do this, navigate to Sales > Sales Teams in the left hand menu and click Create Team.
Once you've created your sales team, you'll need to add in all applicable team members. Click into the sales team you've made, and click Add Team Members. Add as many salespeople to this team as needed.
Finally, impersonate any of the sales people that you've added to the team. You can do this by searching for them and clicking the personate icon below their name.
Within the salespersons' account, navigate to Events & Meetings > Scheduled Meetings. Below that salespersons' list of meeting types, you'll find the link to their team's URL. This allows the salesperson to share out that link and give their clients the ability to book a meeting with anybody on that particular team. Note that if the salesperson has been added to multiple teams, they'll have a separate link for each team.
How does this new team URL work?
With a team URL, your prospects can book a time with any available salesperson. This is especially useful if they haven't been in contact with a salesperson yet. They'll see all open time slots across the team of salespeople, and allow that prospect to choose a time that works best for them.
If multiple salespeople have the same open time slot, the meeting will be scheduled with the first available salesperson in the queue. Once that meeting has been booked, our platform will move that salesperson to the back of the line and ensure that the next meeting booked will go to the following salesperson. This makes sure that all meetings are distributed evenly across all team members.