■Overview
This is a flow to register the next response date in the Outlook calendar when it is entered in the Hot Profile report management.
■Recommended for
1. Companies utilizing Hot Profile in their operations
・Those who visualize the sales activities of the entire team and share information
・Those who centrally manage customer information and activity history
2. Companies managing schedules with Outlook Calendar
・Those who manage the entire team's schedule with a shared calendar
・Those who manage response dates and task deadlines associated with them
■Benefits of using this template
Hot Profile is a comprehensive tool that can manage information related to sales activities, such as customer information and tasks.
However, when the next response date is added to the Hot Profile, manually registering the schedule each time is cumbersome and may reduce information transparency.
This flow is recommended for those who want to maintain high information accuracy.
By using this flow, you can automatically add only the information with the next response date to the calendar.
Automating schedule registration prevents human errors from manual entry and maintains the accuracy of the registered information.
Additionally, by eliminating the need for manual entry, you can spend time on other tasks, leading to increased productivity.
■Notes
・Please integrate both Hot Profile and Outlook with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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