When scheduling for general availability, you are selecting broader timeframes with a customer.
When proposing times to your customers in Pipedrive, you may wish to consider whether you’d like to provide a link with your general availability and let the customer choose a time for themselves or just select a specific time that you would like to propose. Once you create your Scheduler links, you can enter them directly into the email composer to send to your customers.
#Scheduler ucdmc professional
When using the Advanced or Professional plan with the email sync feature enabled, the Propose times option can be accessed from the Email tab on any detail page or directly in your email inbox. The Propose times tab appears next to the Activity tab in the Detail View of any deal, contact, or organization in your Pipedrive account. You can learn more about our email sync feature in this article. All of our plans include the Scheduler feature, but the feature’s benefits work best when used alongside the email sync feature. Pipedrive’s Scheduler tool is a great way to keep in touch with your clients at a time that’s convenient for you both. Half of the battle sales is finding the right time to have meaningful conversations with your customers. LeadBooster add-on users receive full, unlimited access to Scheduler. Pipedrive’s Advanced plan users are limited to one “ General availability” link, while Professional and Enterprise plan users can create as many links as they need. Note: The Scheduler feature is available to Advanced, Professional, and Enterprise plans.
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