Book a meeting from FrontSpin while on the phone
Make sure you have the Chili Piper browser extension installed. If you do, you will see a button that allows you to book meetings directly
When you click on the Chili Piper calendar icon button a popup will show you the availability to book a meeting in one click:
You can book
Get to know your pop up calendar:
Lastly, pick a time that works for all parties, and click "Book Meeting."
Make sure the meeting templates for your team and for yourself are setup correctly, as templates will automatically populate. The meeting will be saved and sent from the corresponding calendar. Optionally, you can automatically create an event in Salesforce as well (with ALL the information captured automatically in the right place).