What is a Workspace in Meetingflow? A Workspace is a group of users, who can view each others’ Meetingflows (except Limited Access Meetingflows), and adhere to the admin Workspace settings (such as which custom CRM fields appear in an opportunity).One company can have multiple Workspaces, such as for different functions (sales vs support) or team
There are different user role types for a Workspace in Meetingflow. Refer to the table below for permissions by user role Learn more about Workspaces within Meetingflow Try Meetingflow for Free
Workspace admins have access to usage reporting, which shows basic stats for the last 30 days trailing. The usage report is accessed through the Workspace dropdown menu.Sample usage report:
How to Slack a meeting summary
Welcome to Meetingflow! Whether you’re in sales enablement or a customer-facing team manager, we’re excited to help you enable your teams to save time and feel more prepared for every customer meeting. Team Enablement Setup Checklist Understand how your team can get the most out of Meetingflow Watch Watch how to get the most out
Table Of Contents Why don’t I see a Salesforce button in my Meetingflow?What Salesforce fields can I update in Meetingflow?I’ve logged my meeting but can’t find it in Salesforce – where did it go?I received an error when trying to update Salesforce – why can’t I update? Why don’t I see a Salesforce button in
Table Of Contents Salesforce SetupSee step 3 of the New User Setup ChecklistHow to add Salesforce to Meetingflow (video)Using Salesforce with MeetingflowHow to update Salesforce from within MeetingflowHow to log to multiple Opportunities in SalesforceHow to log to multiple Accounts in SalesforceHow to optimize the lead qualification process in with Salesforce and MeetingflowSalesforce and Meetingflow: FAQs
Welcome to Meetingflow! We’re excited to help you on your way to saving time and feeling more prepared for every customer meeting. New User Setup Checklist Connect your calendar Google Users Go to app.meetingflow.com and select “Continue with Google”Manually select all 3 boxes when promptedAllowing the full integration powers time saving features, such as automatically pulling
How to install the Outlook add-in How to deploy the Meetingflow M365 Office add-in using the Admin Center
How to update Hubspot from within Meetingflow
How to make plans and make templates
How to install the Chrome browser Extension for Google Calendar
Meetingflow supports custom fields from Salesforce Accounts, Opportunities, and Leads, and Hubspot Companies and Deals. Salesforce Custom Fields Connect your Salesforce accountBefore configuring custom fields, a user connection must be made first between your Salesforce and Meetingflow accounts. If you have your own Salesforce login, you can do this through your account.Video tutorial: How to
As an admin user in your Meetingflow Workspace, there are settings you can apply to all users. Table Of Contents How do I know if I’m an admin user?Edit WorkspaceWorkspace DomainsManage MembershipsManage IntegrationsSalesforce Custom FieldsHubspot Custom FieldsDelete WorkspaceAdditional Admin FeaturesUsage Reporting How do I know if I’m an admin user? When logged into Meetingflow, your
How does your team stack up?We found that 65% of reps don’t plan far enough in advance. Less than 10% give themselves over 90 minutes to prepare 20% give themselves about 15-90 min to prepare 25% give themselves a mere 6 minutes to prepare Nearly 50% just wing it Not so good if you’re trying to
Why do Account Plans anyway? They’re supposed to inform every customer meeting and interaction, right? So why do account plans get lost, go out of date, and go unused? There’s usually two patterns.You’ve got account plans in random docs or spreadsheets that are hard to find and don’t update automatically. ORYou’re using account planning software that promises
