360° Customer Service - How to Configure and Manage Meetings

The SAC 360º SprintHub allows you to centralize customer relationships, integrating support, histories, and meetings in one place. In this article, you will learn how to set up, manage, and track meetings, ensuring organization, productivity, and a complete view of the customer.

---

Meetings in SAC 360º work as structured records of scheduled interactions with the customer. They are linked to the contact/lead and allow:

• Record date, time, and responsible parties

• Define status and meeting type

• Centralize history and notes

• Track results and next steps

All of this is integrated with support, without losing context.

---

How to Set Up Meetings in SAC 360º

1. Accessing the Meetings area

To set up and schedule a meeting in SAC 360º, follow the step-by-step instructions below:

1. Access the panel of the SprintHub

2. Enter the module General >> SAC 360º

3. Select the contact or support desired

4. Click on Meetings or Add meeting

5. Choose the calendar and click on Generate link

After generating the meeting link, the system provides three sending options:

• Copy link: copy the link and paste it directly into the support conversation to send it manually to the customer

• Send with SprintHub standard text: the system automatically sends the message with standard text

• Schedule as Contact: schedules the meeting by linking it directly to the selected contact

💡 This flexibility makes it possible to adapt the sending according to your team's support workflow.

On this same screen, you can also:

• View already scheduled meetings

• Check whether there was attendance or non-attendance

• Update the meeting status if it was not held

This ensures complete control of the customer's interaction history.

---

Best Practices for Using Meetings in SAC 360º

• Record all meetings, even the quick ones

• Update the status after it takes place

• Use notes to record decisions and next steps

• Standardize meeting titles and types

• Use reports for periodic analysis

---

Conclusion

With SprintHub 360° SAC, meeting management is no longer decentralized and becomes part of a single customer history. This ensures more organization, visibility, and efficiency in support.