How to schedule a meeting in Contact through opportunity Pipeline?

  1. Overview
  2. Pro Max CRM
  3. Pipelines
  4. How to schedule a meeting in Contact through opportunity Pipeline?
  1. Select Pipeline in the left bar menu, Click on your opportunity pipeline then click on the specific contact where you want to schedule a meeting.

  1. The new window is open for you, Click on the “Meet” icon.

  1. Select the date and time, and Click on continue.

  1. Enter your meeting detail and save your settings, Your process is complete.

  1. After the detail, the Pop-up shows the meeting schedule confirmed.
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