Scheduling automation

All information regarding scheduling automation and booking links

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22 articles in this collection
Written by Veronika Riederle, Marcel Seibold, Alina Stoehr and 2 others

Lead / website routing

Routing forms

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

Written by Stefanie Christmann
Updated over a week ago

Route to assigned owner

Route website visitors to the assigned owner in CRM

Written by Stefanie Christmann
Updated over a week ago

Fair vs. fast lead distribution

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

Written by Stefanie Christmann
Updated over a week ago

Source & conversion tracking

A quick guide on source and conversion tracking within Demodesk

Written by Marcel Seibold
Updated over a week ago

Booking / scheduling of meetings

Demodesk Scheduler

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

Written by Stefanie Christmann
Updated over a week ago

Demodesk Chrome extension

Schedule from anywhere with the Demodesk Chrome extension

Written by Marcel Seibold
Updated over a week ago

How to handover a meeting

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

Written by Alina Stoehr
Updated over a week ago

How to generate a custom booking link

Generate your custom booking link

Written by Alina Stoehr
Updated over a week ago

Everything you need to know about custom booking links

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

Written by Alina Stoehr
Updated over a week ago

Hidden and default booking questions: How to use them

Use booking links to track your customer's journey

Written by Alina Stoehr
Updated over a week ago

Duplicate meeting prevention

Prevent duplicate or double meetings in your CRM

Written by Demodesk Support
Updated over a week ago

Automated emails in Demodesk

A brief overview of which email is sent when by Demodesk

Written by Demodesk Support
Updated over a week ago

Meeting types

How to create your first Meeting type

Prepare everything you need before a meeting

Written by Alina Stoehr
Updated over a week ago

How can I set a default Meeting type?

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

Written by Alina Stoehr
Updated over a week ago

Demodesk personal meeting link & waiting lobby

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

Written by Veronika Riederle
Updated over a week ago

Meeting follow-up review & email

How to automate meeting follow-up tasks with Demodesk

Written by Marcel Seibold
Updated over a week ago

Best practices on sending out reminders via Demodesk

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

Written by Marcel Seibold
Updated over a week ago

CC and BCC Functionality

The CC and BCC fields are active for emails

Written by Alina Stoehr
Updated over a week ago

How to create your own signature in Demodesk

Get to know how to customize your email signature

Written by Demodesk Support
Updated over a week ago

Conferencing options within Demodesk

Find out more about the conferencing options in an Meeting type

Written by Alina Stoehr
Updated over a week ago

Round robin

Round robin assignment logic in Demodesk

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

Written by Alina Stoehr
Updated over a week ago

How does the assignment matrix work?

How Round Robin assigns meetings to your team members

Written by Alina Stoehr
Updated over a week ago