I envisage a firm-bespoke tile on the client portal which provides clients with a Calendly link (or similar) to book a meeting, be that ad-hoc, or review etcโ using Zoom in my case. Other virtual meeting software is available. Itโd be great if the Zoom meeting recording and transcript were automatically added to the client record for all meetings involving a prospect or client.
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Accepting Feedback
Feature Request
Integration
Almost 4 years ago

Nick Smith
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Accepting Feedback
Feature Request
Integration
Almost 4 years ago

Nick Smith
Get notified by email when there are changes.