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meeting planner

Published on September 24, 2017 by - Dinesh Nim

Meeting planner allow user to add their upcoming meetings with potential customers. With meeting planner you can check out all upcoming meetings at one place, pending meetings and also meeting those have already been done. A good meeting planner ensures that you have all the required details available.


How meeting planner works

Meeting planner allow adding a meeting details from manage led section. Just click on yellow color user icon available on the right hand side and add meeting details in system.

Meeting should be of future date and then it will be available in Meetings page. Meeting page also has option to sort meetings based on their status.

You can also postpone the meeting if required. All this information is also available on regular customer information page.

You can also check our sales software live demo for more details.


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