1. Using Sales
  2. Schedule a Meeting for Your Opportunity from Slack

Schedule a Meeting for Your Opportunity from Slack

You can schedule a meeting for your opportunity from Slack.

Here's how:

  1. Use the /ec-my-opportunities command in Slack to view a list of your top five opportunities.

    For more information about how to use the command, see "View Your Opportunities in Slack".

  2. Navigate to the opportunity for which you want to schedule a meeting.

  3. Click Schedule Meeting.

  4. In the Schedule Meeting dialog box, enter a subject in the Subject field.

  5. In the Start Date field, enter the start date and time for the meeting.

    Note: For both the start date and end date, ensure that you specify the date and time only in the following format: YYYY-MM-DD HH:MM AM or PM. For example: 2019-08-16 09:15 AMThe time zone that you have set in your Slack profile is used.

  6. In the End Date field, enter the end date and time for the meeting.

  7. In the Description field, enter a description for the meeting.