Demodesk

Stefanie Christmann

Marcel Seibold

Alina Stoehr

All information regarding scheduling automation and booking links 

Scheduling automation 

Set up dynamic forms to route website visitors to the right team or rep

Routing forms

Route website visitors to the assigned owner in CRM

Route to assigned owner

Decide per routing if you want to optimize for a fair or a fast lead distribution

Fair vs. fast lead distribution

A quick guide on source and conversion tracking within Demodesk

Source & conversion tracking

Lead / website routing

Reduce manual effort and making mistakes by scheduling meetings for you and your colleagues via the Demodesk Scheduler

Demodesk Scheduler

Schedule from anywhere with the Demodesk Chrome extension

Demodesk Chrome extension

Want to assign the meeting to another host? Here is a guide on how to do it.

How to handover a meeting

How to generate a custom booking link

Booking links allow your customers to pick a date and time in your calendar to schedule a meeting with you or your team

Everything you need to know about custom booking links

Use booking links to track your customer's journey

Hidden and default booking questions: How to use them

Prevent duplicate or double meetings in your CRM

Duplicate meeting prevention

A brief overview of which email is sent when by Demodesk

Automated emails in Demodesk

Booking / scheduling of meetings 

Prepare everything you need before a meeting

How to set up Meeting types

Default Meeting Types are used for "Meet now" and meetings scheduled via the Hubspot and Calendly integration

How can I set a default Meeting type?

Every Demodesk user has his individual meeting link that directs the user to the waiting lobby.

Demodesk personal meeting link & waiting lobby

How to automate meeting follow-up tasks with Demodesk

Meeting follow-up review & email

Demodesk offers email reminders to avoid no-shows in your demos. Here's a guide on how to use them wisely

Best practices on sending out reminders via Demodesk

The CC and BCC fields are active for emails

CC and BCC Functionality

Get to know how to customize your email signature

How to create your own signature in Demodesk

Find out more about the conferencing options in an Meeting type

Conferencing options within Demodesk

Veronika Riederle

Meeting types 

Use round robin events to increase your team's flexibility by allowing invitees to choose a time with any available team member