Defining Complete CRM
Let your meetings come to you. GreenRope is all about saving you time, and the booking calendar is here to free up your time further. The booking calendar is a convenient feature for those prospective clients who need a specific date and time to meet with you and get the ball rolling on a demo or discovery call. It starts with setting up your event types, which as a sales professional will probably include demos, discovery calls, and the like to make sure that your leads know exactly what the meeting will entail.
The beauty of the booking calendar is that you can customize it, as like most other GreenRope features, to what suits your style best. The custom meeting types are only the beginning. Here are some other ways that you can customize:
Setting up open time slots is where you can totally customize your agenda to avoid those dreadful scheduling conflicts. These time slots can be a one time slot or you can make them recurring over the next few days. Once you have your times set up to fit your schedule, you can start infusing your branding into the comment section. This is an open box, so whether it be meeting notes, a marketing message or anything in between, the comment box empowers your team to put their personal touch that resonates with the lead. Now, you are all ready to send the public link of your booking calendar to contacts. Once they view your calendar and pick a slot that works best for them, a notification email (either your own or a system generated email) will be sent to an email address of your choosing, so that you can confirm/deny the appointment. If you choose to accept, the time slot will disappear from your booking calendar. Presto! Your sales team is now prepared for all future meetings with GreenRope’s powerful yet simple booking calendar.