Sales meeting
Book your sales meeting, review an existing appointment and prepare in your prospect workspace.
On this page
Overview
Sales meeting is the first page in a new prospect workspace. Book a conversation with SalesHive, then review your Playbook draft, connect tools or start an AI project. The company name appears above the booking heading.
How to use this page
Open Sales meeting
In your prospect workspace, open Onboarding > Sales meeting. New verified prospect signups land here. If a future confirmed booking is found for your signed-in email in this workspace, the page shows Your sales meeting is booked instead of a new calendar.
Choose a date and time
Under Book your sales meeting, use Previous month or Next month and choose an available date. Select a time beside the calendar. Times use your browser timezone, shown with the time choices. Review the selected date, time and meeting length below, then select Continue. On a phone, the time list stays beside the calendar and Continue appears below the selection; scroll the time list for more choices.
Review your details and confirm
Check the name, email and company filled from your account and workspace. Complete the required fields shown under Your details, then select Confirm my strategy call (or Confirm meeting, depending on the calendar). Back returns to the date and time picker. Wait for confirmation before booking again. If Checking your booking appears, use Manage booking or check status to check the original attempt.
Review an existing booking
When the page shows Your sales meeting is booked, review the appointment date and time. Check your confirmation email for the meeting link and rescheduling options.
Prepare for the conversation
Below the calendar, select Open your Playbook to review the draft and add business details. Research can continue while you book or explore. Review its findings and fill in missing details even after research completes. Explore connectors opens your connected-app options, and Start a conversation opens Projects for this workspace.
Open an existing proposal
If you are already discussing a proposal, select Open your Deal Room at the bottom of the page. It opens the Deal Room for the same workspace.
What the buttons do
- Previous month / Next month
- Changes the calendar month. Unavailable dates and times cannot be selected.
- Continue
- Opens Your details for the offered time shown in the selection summary. It appears after an available time is selected.
- Back
- Returns from Your details to the date and time picker.
- Confirm my strategy call / Confirm meeting
- Submits the booking with the required details. Wait for the confirmation or booking-status guidance.
- Open your Playbook
- Opens business answers and research for this workspace.
- Explore connectors
- Opens the connected-app library for this workspace so you can choose tools and access.
- Start a conversation
- Opens Projects for this workspace.
- Open your Deal Room
- Opens the proposal and onboarding room for this workspace.
Common questions
What if no times are available?
Do I need to wait for research before booking?
Why is there a confirmation instead of a calendar?
Get an answer from a real person
These guides cover the everyday questions. For anything they miss, we are easy to reach.
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Tell us what you are trying to do and where you got stuck. A real person on the SalesHive team replies, not a ticket bot.
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Category: Platform · Onboarding