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Scheduling automation
Scheduling automation
All information regarding scheduling automation and booking links
+2
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 this week
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