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.

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

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

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

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