Has anyone worked out a way to send automated meeting reminders to the sales team?

I want to make sure the sales team don't miss any meetings. Obviously they shouldn't be! But is there a workaround to send a meeting reminder to the sales person e.g. the day before a meeting?

Answers

  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes

    Hi Kate,


    First of all, create a collective email address for your team.

    Create an activity --> add a delay --> You can send an email to your team.


    Example:

    The meeting was scheduled for 20.06.2023 16.30. After creating a meeting event from the Events section and saying wait 3 days, you can send an email on 19.06.2023 16.30.

    After sending an extra mail, you can send an email again before the last 1 hour to remind you. 

    You can implement it this way using automation. I hope this helps you.


    Good Works.

    [email protected]

  • Kate_44532
    Kate_44532 Member Posts: 3
    Second Anniversary First Comment Photogenic

    Hi. Thanks for your reply. However, I can only add in a specified time delay from when the meeting is put in the diary rather than a reminder based on the day/time of the meeting doing it this way I think?

  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes

    Hi Kate,


    Add Activity-->Delay-->Action-->Delay --> Action


    This is how the automation you want works.


    Good Works,

    [email protected]