Meeting Scheduler - Created By field

Smart CRM & Sales Hub CRM
1

We have SDRs share a meeting scheduler link with prospects for an AE’s calendar.

The AE is identified as the Owner and creator of the activity in reporting. These fields are ‘Activity Assigned to’ and ‘Created by’ / Created by User ID.

Is there any way to have a meeting scheduler identify the SDR’s involvement in the creation of this meeting?

We don’t always want the SDR to have to create the meetings manually and assign the meeting to the AE

2

Hi @LFenton20,

Probably the easiest thing to do would be to have a specific link that each SDR uses for the AE. For example: website.com/meetings/ae-person-sdr (website.com/meetings/jane-doe-jdc) <-- I used my initials to avoid confusion with the person booking the meeting.

You could then report on this or set a value from a workflow.

I’m sure there are other ways to accomplish this, but this would be a super easy, fail-safe approach.

Josh

3

Thanks @Josh

We’ve actaully gone with that approach but can’t seem to find a field when reporting that shows that it comes from this link. What property do you report on?