How to Schedule Demos and Events in Salesforce?

How to schedule a Calendly Meeting for a contact or lead:

  1. In the lead record, click "Schedule Meeting" next to the lead for which you would like to schedule a Calendly meeting.
  1. For Contacts:

In the account, hover over the related contacts quick link. Click "Schedule Meeting" next to the contact or lead for which you would like to schedule a Calendly meeting.

OR

Click on the Related Contacts link to open all related contacts and click on Schedule Calendly Meeting next to the contact for which you would like to schedule a Calendly meeting.

  1. Click the appropriate event. Select an available time and date. Click Confirm.

Click this link to see how to update your signature with your Calendly link in Gmail.

  1. Account Executives and BDRs will create an opportunity each time they book a demo through Calendly.
  • Account Executives see these instructions to create an opportunity.
  • BDRs see these instructions to create an opportunity.

How did we do?

How To Create Activity Records Associated With Opportunities

How to Work BDR Created Opportunities (Account Executives)

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