Is it possible within the Availability function in Inbox to have user calendars automatically populate based on fields that are filled out or the specific account team that is attached to the person account? For example, if we have an account team assigned to a specific person account, when we schedule a meeting through Availability, is it possible to have that account team's calendars automatically be selected for the client they are scheduling a meeting with so that way they are having to search for the right calendars to add to the meeting?
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Tom Bassett (Vera Solutions)Hello,
If you enable email drafts you could then try to target an email message as it's being written.
I would suggest a checkbox along the lines of add opportunity team or add account team that then runs an automation to add in these people as recipients of the email.
As inbox displays availability based on the recipients, this should then show you the required calendars.
This is however a working theory and as such would need to be tested thoroughly in a sandbox before you make any changes to your live system.
Thanks Tom
