Appointment Setting Portfolio
Tab 1
I created a Round Robin Meeting
ROUTING FORM
I created a Routing Form
GROUP CREATION
I created three different groups, this is done for Round Robin, incase someone wants to
have a meeting with a particular department.
AVAILIABILTY
I created my availability, but in the real sense, this availability will be according to my boss’s
schedule and Time Zone.
CREATION OF WORKFLOW
I created different workflows/automations.