104 results found
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Make additional guests optional from the IB middle screen
in addition to being able to add a guest to sf as well as include them on the invite or not on the IB middle screen, i'd love to be able to select those who should be optional on the invite as well. That way almost all guest actions would be possible from one screen without me needing to do guest management in 2 places
1 vote -
Use Instant Booker from Salesforce Opportunity Contact Role Lists
It would be useful for customers to be able to book meetings from the Contact Role list in Opportunities. It would save them a click from having to open up the Contact record to then book a meeting.
1 vote -
Add more required fields in order to add someone to Salesforce via Instant Booker
Several of my customer have validation criteria in Salesforce to create leads/contact, such as including company information. When adding a lead/contact via the Instant Booker tool reps can skip this validation because it just asks for name and email. It would be useful for customers to be able to customize the fields that need to be filled out before adding a record via Instant Booker.
1 vote -
Dynamic Variables for Event Names + Reminder Email Subject Lines
Add dynamic variables to event name (ie booking person's company + my company as the event name) + allow dynamic variables in subject lines.
This will make it more consistent and allow for better calendar invite names(to fit standard call name format) and the reminder emails will reflect the calendar invite names
0 votes
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