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 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
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
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
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 Why is Meetingflow asking for access to my calendar? Why is Meetingflow asking for access to my CRM?Can I still use Meetingflow without calendar or CRM permissions?Where can I read more? Why is Meetingflow asking for access to my calendar? By enabling the integration to your Microsoft or Google calendar, Meetingflow can automatically pull
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
