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
In today’s highly competitive business landscape, it’s crucial to stay ahead by building stronger customer relationships. A key driver for success involves timely and personalized follow-ups to customer meetings. Any rep understands that post-meeting follow-ups are important, but just how important are they? Looking a study published by Outreach.io, personalizing the subject line of an email
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 Note: all calendar event details will be visible to your Meetingflow Workspace admins. 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:
Meetingflow TypeDescriptionAccessible FromHow to edit date/time or attendeesHow attendees are added to the Meetingflow Show up in associated Meetigflows? Attendee information added to MeetingflowEvent BasedCreated from a calendar eventCalendarMeetingflow dashboardMeetingflow libraryOnly if calendar event changes Automatically from calendar invite Automatically Automatically as soon as a Meetingflow is createdAd HocManually created as neededMeetingflow libraryCan directly edit
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
Learn how to use the Pipeline Manager in Meetingflow to quickly update multiple deals in Hubspot or Salesforce Check out these related materials:
Keyboard command cheat-sheetActionKeyboard CommandAdditional ShortcutsAdvance to next fieldTab-Go to previous fieldShift + Tab-Open date pickerEnterUse keyboard arrows to navigate through dates and enter to selectOpen full dropdown menu optionsEnterUse keyboard arrows to navigate and enter to select Change value in dropdown menu (without opening the menu) Up/down arrows – See it in action
Before you can collaborate on meeting plans, first invite colleagues to the Workspace.Note: Meetingflow Workspace Admins set default rules for access. If your Workspace default settings need to be updated or a user role type changed, please contact your Workspace Admin.
Editing an existing template
How to Create a Meetingflow and Apply a Template
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
table of contents ❓ What video conference systems does Meetingflow call recording work with?❓ How do I record a meeting or cancel a scheduled recording?❓How are the recording hours allocated across users?❓How do I see the recording status of meetings?❓Why do I not see the option to record on some Meetingflows?❓Who can access call recording?
