Log, sync, and manage meetings with Field Seller Agent

The quick way on the Web App

1. Create a new meeting:
   1. Navigate to the Shares tab and select Meetings.
   2. Click New and select Meeting.
   3. Fill in the meeting details and click Create.
2. To sync appointments automatically, connect your calendar
3. To sync transcripts of MS Teams meetings, connect your MS Teams account.
4. Manage your meetings

Do this step by step

Keep a clear history of your engagements and unlock AI-generated meeting overviews with effective follow-up actions by creating meetings in Showpad and linking notes to them.

Create a new meeting

1. Navigate to the Shares tab and select Meetings.
2. Click New and select Meeting.
3. Give the meeting a Title.
4. Search for and select Participants' email addresses.
5. With a connected CRM, use the Related to field to search for and select an account or opportunity.
   • To connect to your CRM, click Connect in the ‘Connect your CRM’ message under the Title field. If your organization is connected to multiple CRM instances, select the instance you want to log in to, then log in.
6. Select a Date from the calendar, then enter the beginning and ending meeting times in the From and To fields.
7. Click Create.

Connect your Google Calendar

Sync your appointments with prospects and buyers from Google Calendar to Showpad Meetings. Meetings you create in Showpad will not be synced to your calendar.

1. Click Connect in the ‘No calendar connected’ yellow bar at the top of the Meetings page.
2. Click Continue with Google and sign in with your Google account.
3. Review what information will be shared between your calendar provider and Field Seller Agent. Then, click Continue.

4. Review the actions Field Seller Agent can perform in your calendar app, then click Allow.

   New appointments from your calendar will be added to Showpad Meetings if they include at least one external participant (anyone with a different email domain). 

   To keep things organized, we'll automatically create a new "Field Seller Agent" calendar in your calendar app. This dedicated calendar shows the meetings that Field Seller Agent can help you with. You can hide this calendar at any time to keep your private notes and prep materials hidden from customers.

Note: If the Field Seller Agent calendar isn't created when you first connect, we check for it each time you create or update a calendar event. If it’s missing, we’ll create it.

Connect your Microsoft Calendar

Sync your appointments with prospects and buyers from Microsoft Calendar to Showpad Meetings. Meetings you create in Showpad will not be synced to your calendar.

1. Click Connect in the ‘No calendar connected’ yellow bar at the top of the Meetings page.
2. Click Continue with Microsoft and sign in with your Microsoft account.

3. Review what information will be shared between your calendar provider and Field Seller Agent. Then, click Accept.

   Note: If you're the first user to connect with your organization's Microsoft account, you'll see an Approval required pop-up window. In this case, enter a message for your IT department to request approval.  Your IT department needs to follow the steps outlined here to grant approval.

   New appointments from your calendar will be added to Showpad Meetings if they include at least one external participant (anyone with a different email domain). 

   To keep things organized, we'll automatically create a new "Field Seller Agent" calendar in your calendar app. This dedicated calendar shows the meetings that Field Seller Agent can help you with. You can hide this calendar at any time to keep your private notes and prep materials hidden from customers.

Note: If the Field Seller Agent calendar isn't created when you first connect, we check for it each time you create or update a calendar event. If it’s missing, we’ll create it.

Connect to MS Teams

Connect to your Microsoft Teams account to sync meetings and transcripts. By connecting your account, you can automatically add meeting transcripts as notes to your meetings in Showpad.

Note: This feature must be enabled by your administrator.

Before you begin

To successfully sync transcripts, ensure you have the following setup:

• A Microsoft account with meeting transcription enabled.
• A connected calendar linked to Field Seller Agent (Typically a Microsoft calendar, but a Google calendar with the MS Teams add-on enabled also works.)
• The MS Teams account you connect must match the account tied to your connected calendar

Connect your account

1. Click Connect in the ‘MS Teams not connected’ yellow bar at the top of the Meetings page.
2. Select your MS Teams account in the pop-up and sign in.
3. To disconnect, click Manage Connections in the upper right of the Meetings page.

Sync meeting transcripts

1. Create an event in your connected calendar that includes at least one external participant.
2. During the meeting, ensure transcription is enabled in MS Teams.
3. After the meeting reaches its scheduled end time, the transcript will be available as a note linked to the synced meeting in Showpad.

Manage meetings

• Meetings are organized to show what is scheduled for Today by default. Click the left arrow to view Previous meetings and right arrow to view Upcoming Meetings. 
• To edit a meeting, click the three dot menu and select Edit. Update any of the fields and click Save.
• To delete a meeting, click the three dot menu and select Delete. Confirm on the pop-up.
• Use the search field to locate a specific meeting.