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Calendar, bookings, and meetings

This section covers how booking links, meeting scheduling, and calendar visibility should work for teams.

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Articles in this section

1

How booking links should be used

Booking links are useful when they reduce back-and-forth. They are not useful when the team shares too many scheduling options or fails to follow up after meetings are booked.

2

How meetings should connect to contacts and deals

A meeting should not live only in an external calendar. It should connect back to the contact, the opportunity, and the next commercial action. Otherwise the meeting happened, but the CRM learned nothing.