How can I plan a meeting for a sale pipeline deal?
Isabel Reyes
Last Update 2 years ago
Keeping track of your meetings and online events with Onproad is very easy, if your deal still in the sales pipeline process follow these easy steps.
1- Navigate to your sales pipeline section and select the deal you want to add a meeting for
2- From your project information menu, click on “meetings”, you will be able to see the meetings creation form
3- Now you can access your meetings details under project information
