Meeting Scheduler from Lead

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  • clayton.gable
    Junior Member
    • Sep 2025
    • 2

    #1

    Meeting Scheduler from Lead

    We are just getting started using Espo as our Residential CRM. We have purchased the meeting scheduler extension and have embedded that in our website. However, when we have a telemarketer schedule and appointment from a lead; what is the best way to allow them to utilize the scheduler functionality. Right now I can only think to put a link to the scheduler within the Lead layout that the telemarketer could click on, but this would require them to re-enter the lead info we already have.

    Is there a better way to integrate the meeting scheduler functionality into the telemarketing workflow?
  • victor
    Active Community Member
    • Aug 2022
    • 1023

    #2
    However, when we have a telemarketer schedule and appointment from a lead; what is the best way to allow them to utilize the scheduler functionality
    - Convert the Lead to a Contact.
    - Create a Portal User based on this Contact.
    - Grant this Portal User permission to access the Meeting entity on your Portal (at the Contact level).

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