video1.0<iframe src="https://www.loom.com/embed/559991ea709f4bd781dbb98e49a604f3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/559991ea709f4bd781dbb98e49a604f3-a2583c9a92582f1d.gif2388.267This Loom explains the workflow for scheduling coaching sessions using Salesforce, Calendly, Slack resources, and Round Robin links. It covers CC and CSR differences, including lead conversion in Salesforce for CCs, generating engagement for CSRs, choosing the Heart Model scheduling link for weekday or Saturday sessions, and selecting the correct client time zone and appointment time. After booking, the scheduler checks which CSR calendar it landed on, updates Salesforce opportunity details like session schedule time and stage set to Scheduled, changes the opportunity owner when applicable, sends the Strategy Session Confirmation email using a template, and logs a call with a specific SS session subject format and details. It also describes adding detailed session notes to the calendar entry, attaching Disk results when completed, and ensuring the calendar slot remains free and is set to an hour.