# Setup for Enablement **Welcome to Meetingflow! Whether you're in sales enablement or a customer-facing team manager, we're excited to help you enable your teams to save time and feel more prepared for every customer meeting.** **Team Enablement Setup Checklist** **Understand how your team can get the most out of Meetingflow** #### Watch **Watch [how to get the most out of Meetingflow](/content/help/#t-1669917777866/index.html) so you can guide your team to success** How To Get the Most Out Of Meetingflow - YouTube Tap to unmute [How To Get the Most Out Of Meetingflow](https://www.youtube.com/watch?v=HGItiqBcFq8) [Meetingflow](https://www.youtube.com/channel/UC-drntIsneIiPi3xm-TTP8Q) Meetingflow5 subscribers 0:02Time elapsed 2 seconds/8:00Time duration 8 minutes [Watch on YouTube](https://www.youtube.com/watch?v=HGItiqBcFq8) #### Read **Read about [Meetingflow's product capabilities](/content/product/index.html) and how they can benefit your team** **Create custom meeting templates** _Looking to integrate a sales methodology into customer meeting templates? Check out this guide on_ [**_how to implement a sales framework_**](/content/guides/sales-frameworks/index.html) #### Watch **Watch** [**"How to Make Plans and Make Templates"**](/content/help/?preview=true#t-1669923796040/index.html) #### Explore **Navigate to the [Templates tab within the Library](https://app.meetingflow.com/organization/donotdelete/library/templates/131)** **Check out the existing templates - try editing one to see the formatting options** **Assess any playbook material and built templates that align with your best practices:** - Have standard prep steps for different meeting types? Include it in the plan template! - Using a particular sales framework? Include the requirements in the notes section to help keep reps' eyes on the prize - Have a standard pitch or QBR deck? Attach any stock assets for a particular meeting type, so reps always have the latest version **Add CRM custom field requirements** _Note: you must be an admin user in your Meetingflow Workspace to configure custom CRM fields_ #### Salesforce Custom Fields **Connect your Salesforce account** Before configuring custom fields, a user connection must be made first between your Salesforce and Meetingflow accounts. If you have your own Salesforce login, you can do this through your account. **[Video tutorial: How to Add Salesforce](/content/help-center/app-integrations/salesforce-and-meetingflow/index.html)** _ Best practice: If you do not have a Salesforce account provisioned, you will need a user who has an active Salesforce account to make the initial connection - once the first connection is made, admins can configure custom fields_ 1. From the Dashboard, click "Log Meetings to CRM" from the card on the bottom right 2. Select Salesforce from the popup window 3. Log in with your Salesforce credentials in the popup window **Once a user has connected Salesforce to Meetingflow, select desired custom fields** _In order to configure custom Salesforce fields, you must be a Meetingflow admin (you do not need to be a Salesforce admin)_ **1. Navigate to "Settings and Members" and select the "Integrations" tab** **2. Select "Configure" within the Salesforce section** **3. Navigate through the tabs that correspond to fields on a particular Salesforce object, and select any fields you wish to display in Meetingflow.** Meetingflow will match the field order based on your default layout settings in Salesforce. #### Hubspot Custom Fields **Connect your Hubspot account** Before configuring custom fields, a user connection must be made first between your Hubspot and Meetingflow accounts. If you have your own Hubspot login, you can do this through your account. _**[Video tutorial: How to Add Hubspot](/content/help-center/app-integrations/hubspot-and-meetingflow/index.html)**_ _Best practice: If you do not have a Hubspot account provisioned, you will need a user who has an active Hubspot account to make the initial connection - once the first connection is made, admins can configure custom fields_ 1. From the Dashboard, click "Log Meetings to CRM" from the card on the bottom right 2. Select Hubspot from the popup window 3. Log in with your Hubspot credentials in the popup window **Once a user has connected Hubspot to Meetingflow, select desired custom fields** _In order to configure custom Hubspot fields, you must be a Meetingflow admin (you do not need to be a Hubspot admin)_ **1. Navigate to "Settings and Members" and select the "Integrations" tab** **2. Select "Configure" within the Hubspot section** **3. Navigate through the tabs that correspond to fields on a particular Hubspot object, and select any fields you wish to display in Meetingflow.** **Once selected, you can drag-and-drop to rearrange the order that you want the Hubspot fields to appear** **Assign user roles and invite the team!** #### User Roles and Permissions **Understand different user roles** The main difference between a Creator and a Collaborator is the ability to create NEW Meetingflows. Collaborators can edit existing Meetingflows just as a Creator can. _Best practice: Provision Creator roles to reps that are organizing meetings, such as Account Executives or Customer Success Managers, and Collaborator roles to functions that attend the meetings or want to keep up with customer activity, such as Product Managers, Technical Support, etc._ **Send invites** You need to be a Meetingflow admin to invite other Creators. 1. Select "Invite members" 2. Add user emails and assign role types - users will receive an email invitation _ Best practice: Need to change a role type? Admins can change this under "Workspace settings" → "Edit Workspace" → "Manage Memberships"_ Congratulations on setting up the team for success!