FunnelBud Shared Team Meeting Feature

Instead of every Salesperson or team member creating a Funnelbud meeting link, this solution allows you to have a single meeting link in FunnelBud that can be used by the different members of your team.

When a person books a meeting using the Team Meeting feature, the system will automatically assign the meeting to a team member who is available for that timeslot, and if more than 1 member is available, the meeting will be randomly assigned to any available team member

Solution Expert: Denis Muhuri

SKU: 2207151600 Category: Included in License Cost: Starter, Basic, Standard, Premium, Paid implementationsTechnologies: Sharpspring

What this Solution Gives you

  1. You have one meeting link which can be used by different team members, instead of each member creating their own individual meeting link
  2. Multiple team members can be added to the meeting link, as long as they’ve synced their calendar in FunnelBud
  3. The system will randomly assign the appointment to a team member when more than 1 of them is available for the timeslot being booked.

How this solution will be implemented for you

  1. The different team members who want to use the shared Teams meeting must first sync their calendars with FunnelBud’s meetings feature
  2. We’ll provide you with Help articles and video recordings to guide you through the process of creating a team meeting link, and adding team members to it.

Key Benefits of having a Shared Team Meeting Link

  1. It ensures that someone will always be available to take a meeting, as opposed to individual meeting links which could cause issues when a team member is away or not available.
  2. It saves you from the hassle of creating and implementing meeting links for every team member
  3. Team meeting links are “future-proof’ i.e. even when a team member leaves, and a customer clicks to book a meeting, the link will still work. Individual booking links tend to break whenever a team member leaves and their booking links get deleted

Cost to implement

The Shared Team Meeting solution comes included in all FunnelBud packages. Contact your Project Manager for details

Denis Muhuri

About the Author

Denis is the Head of Delivery and Customer Success at FunnelBud, where he passionately guides businesses towards understanding and leveraging the power of marketing automation and CRM to optimize their marketing and sales processes. With an extensive background in digital marketing and marketing automation systems, he specializes in integrating these elements to create dynamic and efficient strategies.


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