Building an Internal Facing Appointment Scheduling System
Hi team, I am trying to solve an inefficiency in my business.
We have an outbound sales team that cold call prospects and sets appointments with them and our account sales team. I would like to have a system where reps can have a visual appointment r date/time selector that shows available appointment slots for them to choose while they're on the phone call - to ensure the time with an account rep is available.
I would like them to be able to set the meeting, and then have an opportunity created based on custom fields they would complete on the booking page.
I have tried using Zoho Bookings for this but it won't work because Zbookings currently limits attendees to 1.
I have tried using CRM Calendar Bookings but this is severely limited as there is no custom layouts for meetings module inside crm.
I would have liked to use a solution like Calendly but the problem with Calendly is that Zoho Meetings (we are using as our video solution) does not integrate.
Has anyone faced a similar challenge and built a workaround/fix? I'm looking in the direction of Zoho Forms or Creator but I have no idea how to build a visual appointment slot system.
Thank you!
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How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________