Meeting Link Generation
CONQUER Scheduler is a tool built by Conquer that allows reps and service agents to easily schedule meetings with prospects and allows prospects and customers to easily schedule a meeting with sales and service teams based on their availability that is fully functional and capable inside Salesforce.
After you've set up your Scheduler settings, you'll see the Calendar Link icon appear. It will be grayed out until the settings are configured.
Calendar Link: Just click on the Calendar Link icon to add your link with the text you set up earlier in Calendar Settings. Feel free to make any other customizations to the email body, enter a subject in the Subject field, and add the recipient’s email address. When you're all set, click the Send Email button.
Note: The information in your Scheduler Settings will default to the initial configurations, so remember to update any details as needed each time and click the Save Changes button in the lower right corner of the Scheduler Settings box.
Schedule a Meeting
When the booker schedules a meeting, you as the agent will receive a confirmation email from <no-reply@notify.nyl.as> that contains all the important details. You can also reschedule or cancel the meeting using the links provided in that email.
Once a meeting is scheduled, it will be logged as an Event in Salesforce on the Activity feed.
Error Messages
Bookers might come across some error messages.
If a booker attempts to schedule a meeting using an expired link or tries to use the same link again after a meeting has already been scheduled, this error message will appear.
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