Keep sales ops calendars open by marking events free
Keep sales ops calendars open by marking events free
Sales ops associates see external events block calendars, causing missed client calls. Matching events are set to free so schedulers keep availability and avoid accidental busy blocks.
Overview
Missed client calls and blocked availability cost consumer services firms booking opportunities. This workflow flips externally created calendar entries to free, preserving scheduler visibility and preventing accidental busy blocks. The result is cleaner availability, fewer missed client touchpoints, and an auditable record of changes.
Notable Features
- Detect external or form-created events
- Set event status to free
- Keep team availability accurate