The inbound meeting [sales]

Dana Whitfield of Corvid Health asks Hourclose for a meeting. Ravi Menon, her account owner in the CRM, takes it.

Client's phone

Talk to Hourclose

How many people work at your company?

51 to 200

Work email

Dana Whitfield · Corvid Health

Continue

1. Dana answers the routing form's questions with her work email.

Client's phone

Times in New York (Eastern) Change

Wed 4 Nov, 11:00 AM

Wed 4 Nov, 2:00 PM

Thu 5 Nov, 10:30 AM

2. Hourclose already knows her company, so the form sends her to its account owner's times.

Client's phone

Hourclose meeting with Ravi Menon

Wed 4 Nov, 11:00 AM Eastern

Google Meet link

Add to calendar

3. She picks a time and is booked at once, before the form is closed.

Owner's desktop

4. The booking shows its taker, its source and that it reached the CRM.

Owner's desktop

Wed 4 Nov, 11:00 AM · Held, from attendance in Google Meet

Accept Reject

5. After the call it is marked held from the video attendance, and Ravi accepts or rejects it.

Client's phone

Use your work email to book a meeting with Hourclose.

Try again

6. A prospect on a free-mail address ends in a message instead of a meeting.

Owner's desktop

Setter	Held	Accepted	Prior period, held · accepted
Nadia Cole	14	11	12 · 9
Omar Reyes	9	5	10 · 7
No setter, booked by the prospect	8	6	5 · 4

7. Reports lists each setter's meetings held and accepted against the prior period.