How do you set up a meeting with a client using SalesForceIQ

Question

Hello, I am using Outlook and I see that you can set up a meeting with a client using Outlook, can it be done the other way around. Can I set up a meeting with a client using IQ and for it to message him/her in order to confirm the meeting? I see that I can set up a task, but is it possible to do it meeting from IQ and for IQ to notify me a certain amount of time before the meeting. Thanks!

Prateek Kumar · Answer

Hi Jake,

Check out the below links that might help:

https://help.salesforceiq.com/articles/insert-available-meeting-times

&

https://help.salesforceiq.com/articles/create-assign-tasks

Hope that helps!

How do you set up a meeting with a client using SalesForceIQ

Customer Service

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