Booking Product Demos using Zoho
Hello all, my company recently launched a sales development division who are beginning to cold call and schedule product demos for Account Executives.
I want these reps to have calendar style scheduling links for each of the full-stack reps and then be able to slot them in on their calendars.
I'd like for the prospect to also be created as a lead inside of the account executives CRM, but currently Bookings only marks the record owner as the person who is super-admin of the CRM.
I am also aware that CRM has both an internal bookings system, outside of Zoho Bookings/Flow.
Has anyone ran into a situation similar to this? I need help otherwise it will force me to switch over to using something like calendly.
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Flowers
Abhishek - Zoho Partner
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