When a customer books a meeting, you need a phone number to call them on. A meeting with number phone number isn't going to help close sales after all.
That's why we have the ability to ask for a phone number after a meeting is booked from a Playbook goal.
To get a phone number at meeting booked:
1. In the Playbook, open the Meeting Goal
2. Check Send Calendar
3. Then check Ask for a phone number as well
4. Save the goal, and publish the playbook!
The customer will then see this!
As always, if you have any questions just chat with us!