Propose time from a collegues' agenda

Hello

I'd like to propose time to my prospect, but from one of my colleague's agenda. Is that feasible with pipedrive?

(instead of sharing my agenda, I'd like to share my colleague's agenda).

Is that feasible with pipedrive?

Thanks

Matthieu

Answers

  • Noora Ainesjarvi
    Noora Ainesjarvi Member Posts: 18
    First Anniversary First Answer First Comment Photogenic

    Hello Matthieu,

    If you want to propose a time to your prospect using your colleague's agenda in Pipedrive, you can utilize your colleague's scheduler link. Each user in Pipedrive has their unique scheduler link that allows prospects to see their availability and book meetings directly.

    To use your colleague's scheduler link, follow these steps:

    1. Ask your colleague for their Pipedrive scheduler link, which they can find in their Pipedrive account under the scheduling settings.
    2. Share the scheduler link with your prospect: Once you have the link, you can share it with your prospect, allowing them to view your colleague's availability and book a suitable meeting time.

    By using your colleague's scheduler link, your prospect can directly access their calendar and schedule a meeting at a time that works best for both parties.

    If you have any further questions or need additional assistance, please feel free to ask.

    Best regards,

    Noora Anesjärvi

    zimple.io


  • matthieu from waldo
    matthieu from waldo Member Posts: 10
    First Comment

    Thanks Noora! it works well.