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?
Is there a better way to integrate the meeting scheduler functionality into the telemarketing workflow?
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