Meetings
Modules which have the Meeting details
Last updated
Was this helpful?
Modules which have the Meeting details
Last updated
Was this helpful?
The Meetings module allows you to easily schedule, manage, and track meetings related to leads, ensuring smooth communication and timely follow-ups. Each meeting is saved as a record, which includes details such as the scheduled time, meeting type, mode (in-person or virtual), status, and customer feedback. This helps keep track of interactions and feedback, supporting better engagement and follow-up strategies. Meeting module has association with leads module and this association allows users to view the details of the lead with whom the meeting is scheduled directly from the Meetings module, without needing to switch to the Leads module.
The above image shows a sample record view of a Meetings module.
Associated Module: Leads
The Leads module is associated with the Deal module through a lookup field. When adding a meeting in the module, you need to select the corresponding lead for the meeting. Additionally, you can view the lead record directly by clicking on the lead lookup field
The Meeting module is configured with 4 filter views as shown in the image below.
Meetings can be conducted in various modes, including both online and offline. Online meetings are held through apps such as Zoom, Google Meet, and Microsoft Teams, while offline meetings involve in-person interactions or phone calls. Direct in person meetings are held at desired locations and time. The meeting mode is chosen based on the lead’s preference to ensure a personalized experience.
If a customer misses a scheduled meeting, the meeting status is updated to "No Show," triggering the workflow "Message to No Show." This sends both WhatsApp messages and an email to the lead, informing them about the missed meeting and allowing for rescheduling.
Once a meeting is marked as "Completed" in the CRM, it triggers the Meeting Feedback Chatbot via a workflow called Trigger Meeting Feedback Chatbot, which collects and saves feedback from the lead in the Meetings module. Afterward, the meeting outcome and summary are also saved in the CRM module, helping to enhance follow-ups and increase the likelihood of closing deals.
Meeting reminder messages are sent to customers two days before the scheduled meeting via the "Meeting Reminder" Connector, which is scheduled using the platform's Schedulers. This ensures timely notifications for upcoming meetings.
