> For the complete documentation index, see [llms.txt](https://help.distro.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.distro.so/routing/outbound-routing/book-a-meeting.md).

# Sales handoffs

Use a sales handoff to arrange a meeting between a prospect and the right teammate. You must be an allowed booker on an active Outbound Router in the current workspace.

### Start and complete the handoff

{% stepper %}
{% step %}

#### Choose the handoff and prospect

In the extension's command palette, choose the outbound meeting command, enter the prospect's **Work email**, choose a **Sales handoff**, and continue. A Distro handoff picker shows active routers you can use with **Start handoff**.

Supported HubSpot and Salesforce person-record launches can prefill identity. Review the suggested record and details. If several CRM records match, choose the correct one or use the permitted treat-as-new option; do not assume a suggested identity is correct.
{% endstep %}

{% step %}

#### Complete the required details

Review **Work email**, **Full name**, **Prospect timezone**, and **Sales handoff**. Complete the form and wait for changes to save and CRM identity to resolve.

Choose **Route to a colleague**, or **Assign to me** when available. Assign to me still requires independent host eligibility and a ready calendar; it is not a manual override for any teammate.
{% endstep %}

{% step %}

#### Open availability and review participants

Choose **Book a meeting** to route the handoff and load availability. Under **Participants**, use **Include me in the meeting** when attendance is optional. Your admin can require or exclude your attendance.

**Add teammates…** includes additional teammates' availability. Review these participants before selecting a slot.
{% endstep %}

{% step %}

#### Select and confirm a time

Check the displayed timezone. The calendar starts with **Work Week**; use **Full Week** for weekends. Use the week controls or **Show me the next available time** when the current week is empty.

Select an available time, review the host and prospect, add permitted guests, and confirm only when the details are correct. Distro rechecks eligibility and availability before committing the booking; a displayed time or host is not reserved.
{% endstep %}
{% endstepper %}

![Seller handoff in dark mode showing prospect identity, timezone, selected handoff, and context fields.](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQA3GQNrIYVrPQ90NBwRa%2Fuploads%2FjJNvIuDtXkdAAPMMyd3z%2Foutbound-handoff-dark.png?alt=media\&token=9015af15-36aa-4014-9333-4e93edc1949b)

*This guide uses synthetic prospect data from the local Northstar Labs test workspace.*

![Outbound availability calendar in dark mode with eligible teammates, participant options, timezone, and available times.](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQA3GQNrIYVrPQ90NBwRa%2Fuploads%2FjrgbmOaFSYkbr49h9zwb%2Foutbound-calendar-dark.png?alt=media\&token=4b43061a-72b7-40ed-8b59-54948a23d52e)

*Busy-event details may be private even when availability can be checked. Choose from the available times Distro offers.*

### Let the prospect choose later

| Action                                         | Result                                                                         |
| ---------------------------------------------- | ------------------------------------------------------------------------------ |
| **Sharing → Share link → Create booking link** | Creates a recipient-specific link carrying permitted context.                  |
| A reusable outbound link from the extension    | Lets different prospects enter their own identity and start separate sessions. |
| **Share availability**                         | Opens Magic Slots to propose 2–5 times when enabled.                           |

See [Outbound links](/routing/outbound-routing/share-links.md) and [Magic Slots](/routing/outbound-routing/magic-slots.md).

### Change the sales handoff

While a signed-in session is open, use **Sales handoff** to choose another active router you may use. Distro keeps compatible answers, applies the new defaults, and clears the prior route and selected time.

Existing dedicated links and proposed-time offers for that handoff are revoked. Complete newly required fields, reroute, and share a new offer. If the new router does not allow **Assign to me**, the choice returns to **Route to a colleague**.

### If you cannot proceed

| What you see                          | What to do                                                                                                  |
| ------------------------------------- | ----------------------------------------------------------------------------------------------------------- |
| No handoffs available                 | Ask an admin to check the workspace, active router, and allowed-booker list.                                |
| Unsaved changes or incomplete details | Complete required fields and let pending saves finish.                                                      |
| Multiple CRM matches                  | Review the permitted matches and select the correct identity.                                               |
| **CRM unavailable**                   | Accepted answers are retained. Retry the lookup; ask your admin to check the CRM connection if it persists. |
| No eligible host                      | Ask your admin to review rules, fallback participants, and calendar readiness.                              |
| No times this week                    | Check timezone and participants, move to another week, or find the next available time.                     |
| A chosen slot is no longer available  | Reload current availability and choose another slot.                                                        |

No eligible host or no availability does not mean the prospect was disqualified. Admins can inspect the handoff in **Outbound routing → Routing Logs**.

### Review CRM-prefilled details

The launcher can fill permitted fields from the matched CRM record using the published Outbound Form mappings. Review those values before continuing. Your edits take precedence; values you have changed are not replaced by a later prefill response.

Changing the prospect or handoff can change which values apply. Complete any remaining required fields and resolve ambiguous or unavailable CRM results. Prefill previews information; it does not start a booking or replace the final identity check.

To switch from the scheduling calendar to sharing, use **Back** to return to prospect details, then choose **Share link** or **Share availability**.


---

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