Reps can book a meeting or hand the prospect off to the right rep while they're still on the phone - all through the Nooks Dialer.
Before You Start
Nooks identifies prospects by name, and a booking needs a guest email, so the icon only appears once the prospect's email is showing on the prospect view. Go to Customize View, add Prospect Fields, click Configure, turn on Email, then Done Editing.
Where to Find It
The icon sits at the right end of the prospect header. It's in the expanded row in your call list and in the dialog during a live call.
How It Works
Click the icon and the Scheduler opens with that prospect already in as the main guest, the same Scheduler you use in Gong, Gmail, and Salesforce. From there you can:
- Book on your own calendar, picking any meeting type you have access to
- Select a Handoff router to send the prospect to the right rep or team by your routing rules, instead of hunting for the right owner yourself
Learn more in our Support Article.