How to create new availability in Pipedrive
Here is how to create new availability in pipedrive
- First, click on the "Activities" menu in the left sidebar
- Next click on the "Meeting scheduler" dropdown button in the top toolbar
- Select the "Manage availability" option in the dropdown menu
- Then click on "Add availability" button in the General availability window
- Now select a duration option for meeting length
- Next add an availability duration if needed
- Then click the "+" below any day to add available hours
- Click on the time slot block to select your available hours
- When adding your hours, you can copy hours from one day to others while editing if needed
- Once done, click on "Save" button to confirm time slot settings
- Next click on "BUFFER AND TIME SETTINGS" dropdown to expand additional options
- Use the buffer and time settings to customize how far in advance people can book your time and how much time you have before and after appointments
- Next click “Continue to meeting details” to move to the next window
- Here you can customize the message recipients see when booking through your Scheduler such as the meeting name, location, description, video call options, required fields, and optional footer text
- Then once done, click on "Continue" button to proceed
- Now copy the generated link to share with recipients or embed it on your website
- Finally, click the "Done" button to complete the setup
- You have successfully created your new meeting availability, it will now be listed in your general availability section
Why should you create new availability in Pipedrive
Pipedrive is a powerful CRM tool designed to streamline your sales processes and enhance productivity.
Creating new availability in Pipedrive allows you to efficiently manage your schedule and focus on what truly matters: closing deals.
With this feature, you can effortlessly allocate your time, ensuring that no opportunity is missed. This not only aids in effective time management but also boosts your responsiveness to clients, fostering stronger relationships.
Overall, it empowers you to better structure your workflow, leading to increased efficiency and higher sales success.
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