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round robin calendar for sales team

  • May 30, 2024
  • 1 reply
  • 167 views

I am setting up a round robin calendar for the sales team but I want to have the sales team member call the prospect. The system isnt allowing me to add the option of requiring the prospect to add his/her phone number to be contacted. It is requiring a call back number for each team member

Best answer by Kelsi

Hey there @NSBA71418 -- thanks for your post!

Round Robin Event Types (click to learn more!) do not allow “I will call my invitee” as a location option, at this time. I’m sorry! You would need to choose “custom” location > write “host will call invitee” or something similar > and request the invitee phone number using Invitee Questions On Your Booking Page as a workaround!

I hope this helps!

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1 reply

Kelsi
  • CalPal Emeritus
  • Answer
  • May 30, 2024

Hey there @NSBA71418 -- thanks for your post!

Round Robin Event Types (click to learn more!) do not allow “I will call my invitee” as a location option, at this time. I’m sorry! You would need to choose “custom” location > write “host will call invitee” or something similar > and request the invitee phone number using Invitee Questions On Your Booking Page as a workaround!

I hope this helps!