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How to set up Priority meeting slots?
How to set up Priority meeting slots?
Akhil K S avatar
Written by Akhil K S
Updated over a week ago

Priority or hot/cold slots help you to meet the right person at the right time.

Here in this slot setup, click on Hot if you want to make a specific slot on a day a priority slot.

How to qualify a visitor as a hot lead?

Go to Ideal customer profiles under company settings

Here you can use the data captured from visitors or data pulled from your CRMs to set up a condition that will identify if a visitor is hot or cold.

For example, here the visitor is set to hot if he is from the United States and has a website. So whenever someone who doesn't match the condition comes, we'll show only the low-priority slots!

You need to set up Fields to capture custom data inputs from visitors.

If you have a CRM then you need to sync those fields with CRM fields.

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