Internal Notifications For Meetings Booked
When a prospect self-schedules a meeting (for example, they book a time for a demo via the website), only the meeting guest and assignee are notified with a meeting confirmation. We need to be able to give others on our team this same level of "instant" visibility that someone booked a meeting.
We don't need this for every meeting type, but we do need to be able to cc or notify others internally that a demo was booked with X salesperson. Receiving an instant notification via email (just like the meeting confirmation email for the meeting guest and assignee) would eliminate multiple steps of us having to check Salesforce or our Chili Piper dashboards to see if the lead self-booked a meeting.
Kristi Fickert
shared this idea
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Jeffrey Mahoney
commented
This would be a huge help for our admins who need notifications to add meetings to other internal calendars.
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Ashley McGovern
commented
We already get notified when a lead self-schedules a demo with us through email but our sales reps can't see who Chili Piper round-robined it to, leading to the reps having to communicate every time a demo comes in. We'd like the ability for all the sales reps to be notified individually when a lead self-schedules and CP assigns a sales rep.