Pre-requisites for the meeting link -


i. Management permission

ii. Sales App V 4.8.0

iii. Email Id of the lead

iv. Hangout App or Microsoft Teams App



Topics covered -


1. Virtual meeting invite.

2. How an agent can send a virtual meeting invite to a lead?

3. How an agent will see the Virtual Meeting link from Sales App? 

4. How a lead will see the virtual meeting link from email?

5. Video link of the virtual meeting invite feature.

6. Doubt (Q&A)?



1. Virtual meeting invite - 


There might be a situation when a lead can't appear for the Face to Face meeting or Site Visit, but still interested to take the conversation forward via meetings or even wants to see the property. 

From Sales app version 4.8.0 - 

The agent has an option to send the virtual meeting invite on the email address of the lead. So the lead will receive a virtual meeting link on his/her email address and will be able to virtually connect with the agent. 



2. How an agent can send a virtual invite to a lead?


If an agent schedules a Face2 Face meeting or Site Visit event on a lead. A virtual meeting invite will be sent on the email address of the lead (if an agent has the lead's email address), "Email ID of the Lead is Mandatory".


Note: 

1. Type of Face to Face Meeting or Site Visit Meeting has to be Virtual.

2. A virtual meeting invite is not applicable in the case of Followups events. 





3. How an agent will see the Virtual Meeting link from Sales App? 


After scheduling a Face to Face meeting or Site Visit event from the Sales app, the agent will see the virtual meeting link as shown in the pic below.




4. How a lead will see the virtual meeting link from email?


The lead will receive the virtual meeting invite on the same email address given to the agent.


Hangout meeting invite - 

Inbox:


Google Calendar Invite:


Microsoft Teams Meeting invite :



5. Video link of the virtual meeting invite feature.



YouTube Link


6. FAQs (Q&A)?


Q1: Do I need to download the hangout or teams app?

Ans: Yes


Q2: Can I schedule a virtual event in offline mode?

Ans: Yes, But meeting link will be available once you come online 


Q3: Can I change an In-person meeting to virtual or vice versa?

Ans: Yes, before marking it done


Q4: What happened if I reschedule the meeting?

Ans: The meeting link will remain the same only the time of the meeting will get updated 


Q5: What if there is no meeting link?

Ans: Based on the discussion with your management, we mostly would have disabled it 


Q6: Which app needs to be used for a virtual meeting?

Ans: Based on the discussion with your management we will generate meeting link of Hangout or Microsoft Teams


Q7: When we will generate a meeting link?

Ans: We will generate a virtual meeting link for all F2F and Site Visit (In-person or Virtual), but will show in the app only for virtual (SV and F2F).


                                                                                                                                                                    Thank You