Scheduling Demos

Do not use any passwords or any type of credentials in team pages.

To schedule a demo for a lead, post a message on #sales with the following information:

  • Full Customer Legal Name
  • Primary POC Name, Title, Phone, Email
  • Demo Volunteer - who will be the volunteer to receive live demo texts
  • Preferred Demo Availability - Date and Time
  • Customer Time Zone
  • Use Cases
  • Customer Location Full Address
  • Email for each Participant