After each lead fills out a demo, contact us, or gated content forms they will be presented a Calendly to book a meeting if they wish to do so directly with Pulseway.
This meeting is logged in the NCA Booking Calendly and the TPP contains the link to block the Google Calendar
Round Robin will be used to distribute leads who have not been assigned a rep.
Reps will book the calendar invite into the Google calendars using the link in the TPP, inviting the prospect and adding their own Zoom link
The prospect is the one booking the meeting so it will be in their calendars automatically but the new Zoom link will need to be sent via the new invite Reps send
The lead will be given the default Zoom link from Marketing
Zoom Link
https://us04web.zoom.us/j/7068835135?pwd=QWErbGN2NWJBd0tvSE9CVldTblYvQT09
Meeting ID: 706 883 5135
Passcode: 6hNF5w
Host Code: 704573
You can reach out to try and change the Zoom link but if no contact has happened, please join the link above
These leads follow the normal buyer's journey (Contact/Demo) so do not miss the follow-up.
When you sign in, you will not be automatically assigned as a host.
To assign yourself a host, click the CLAIM HOST button on the bottom of the Participant screen
Host Key: 704573
Then you will have the ability to RECORD the sessions.
Lead Source Detail = The Type of meeting that has been scheduled
Original Lead Source Detail = Where the lead came from
Notes = The Date/Time/Message of the meeting
Task & Subject = Name of Meeting
Comments = All Meeting Details
Step 1: Click this button to add the meeting to your Google Calendar
Step 2: Rename the meeting, add the prospect as a guest, rework the description, and add your zoom link
Existing customers can also book meetings through forms if required - in this case we will pass the meeting to the appropriate account owner.