This article will explain how to manually link a completed meeting to a contact record inside of your ATS/CRM
Caution: You must have your integration connected before these steps.
1. Log into Quil:
- Start by logging into your Quil account. Once logged in, you'll be directed to the overview page.
2. Open your completed meeting
- Find the completed meeting you want to link to a contact, and click on the arrow to the right
- A completed meeting is any meeting that has a duration specified.
- A completed meeting is any meeting that has a duration specified.
3. Select your contact
- From inside of the completed meeting, under 'Summary' on 'Record Name' click on 'Select an option'
- From this dropdown menu you can search for the contact using on of the following
- Full Name
- Phone Number
After finding the contact you can select one and wait for the linking to process.
Note: Depending on your integration, only one of the 3 will work.
Tip: Please make sure that you are inputting the contact's information the same way it is inside of your integration.
If you require additional help, reach out to your main point of contact at Quil or email support at support@quil.ai.