BookIt Certification - 03 - BookIt Handoff

Content
6 modules
Course length
0 mins
Instructor
Kevin Au

Description

Go from conversation to a booked meeting, instantly.

This course teaches you how to use BookIt Handoff to eliminate scheduling delays and seamlessly connect prospects with the right internal team members in real-time. You will learn how to empower your reps to book the critical next meeting while still on a live call, leveraging the power of the FlowBuilder to automatically suggest the right team member every time.

Objectives

Course Objectives

  • Learn why a real-time handoff is crucial for capitalizing on prospect engagement and momentum.

  • Understand how BookIt Handoff allows reps to schedule the critical next meeting while on a live call.

  • Learn how to build and configure Smart Rep Suggestions to suggest the best reps for scheduling.

  • Learn how to configure the BookIt Handoff experience for your reps.

1.
BookIt Handoff - What is it?
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2.
BookIt Handoff - See It in Action
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3.
BookIt Handoff - Adding the BookIt Handoff Button
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4.
BookIt Handoff - Smart Rep Suggestions FlowBuilder
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5.
BookIt Handoff - Reporting & Troubleshooting Tools
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6.
BookIt Handoff - Settings Walkthrough
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