Schedule a meeting from a touchpoint
Schedule meetings with leads, opportunities, and accounts directly from the touchpoint record. Align internal and external stakeholders, avoid scheduling conflicts, and build a timeline view of customer interactions for risk analysis and planning future actions.
Antes de Iniciar
Role required: sn_crm_touchpoint.touchpoint_writer
Por Que e Quando Desempenhar Esta Tarefa
Schedule meetings directly from a touchpoint record to coordinate customer-facing and internal engagements without switching tools. Meetings are linked to the originating touchpoint, preserving the full context of the customer interaction and making the scheduled engagement visible to everyone on the account team. After the meeting, share a summary with the customer as an email and capture post-meeting observations and follow-up actions using internal notes. Use this when you need to align stakeholders, conduct discovery sessions, or plan recurring check-ins as part of a structured customer engagement.
Procedimento
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Select the List icon
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Resultado
The meeting is scheduled and an invite with the agenda is sent to all invitees. You can view saved meetings from the touchpoint's Meetings tab.