Appointments speeds up and simplifies scheduling a call or meeting with a customer or prospect.
It checks your availability in your external calendar, so you can pick a suitable time without leaving the platform.
Connecting a Calendar
- Users can connect the following external calendars:
- Follow the links above for steps on connecting each specific calendar.
Required User Permission
- To connect a calendar, the user needs the permission "Enable add notes, emails, tasks & other items".
Benefits of Connecting an External Calendar
- Once connected, users can create an appointment from a lead, or use appointment types, and it will show in both FLG and the connected calendar.
- Users can also choose to receive appointment notifications.
- You can let customers choose and book their own appointment slot, freeing up time for your users.
- Automated reminders and workflows can also be set up for appointments.
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