Objective
The purpose of this article is to provide direction to Outreach Users in booking and configuring meetings from the Outreach Platform.
Applies To
- Outreach Users
Notes
- This article illustrates the process for scheduling and configuring direct meetings in the Outreach Platform.
- This process reflects direct bookings and does not include inserting availability through Gmail or Outlook. For more information regarding inserting availability in Outlook or Gmail, refer to the applicable articles.
- For more information regarding Meeting Types and booking team meetings, refer to the How To Create a Meeting Type article.
Procedure
- Access the Outreach Platform.
- Click the Meetings (calendar icon) in the navigation sidebar.
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Click to select the applicable time slot or click +Meeting.
Outreach Meetings can be adjusted to display only booked Prospect meetings, shared calendars, and viewed by day, week, work-week, or month intervals. -
Select a meeting type from the Meeting Type dropdown to auto-populate the meeting content and meeting categorization in reporting. Selecting Meeting Types do not auto-populate content in two scenarios where modifying meeting content is undesired:
- When selecting a Meeting Type for inbound meetings hosted by prospects or colleagues. (Use case: Inbound meeting categorization)
- When selecting a Meeting Type for meetings that occurred in the past. (Use case: Retrospective meeting categorization)
- If you select a meeting type with an attached reminder, the reminder is automatically added, requiring no further action. Information about the meeting reminder is displayed as soon as the meeting type is chosen.
- Input a meeting title in the Title field as applicable.
- Add/Remove guests as applicable.
Adding colleagues to a meeting invite provides users the ability to view a colleague's calendar or reassign the meeting owner as applicable. For more information regarding booking a meeting on behalf of another user and calendar visibility, refer to the How To Book a Meeting on Behalf of Another User article. - Update the date and time and add additional details as applicable.
- Click Send meeting invite.
Click a scheduled meeting to update details and reassign owners as applicable.
You can also schedule a meeting directly with a prospect from their prospects page. When viewing a prospect record, click on the Meetings icon under their profile on the right side. This will allow you to book a meeting and have it automatically associate with that prospect record, instead of having to manually choose them.
Additional Information
Outreach University - Outreach Meetings