Schedule a meeting
One dialog with three tabs: Book in CalendarBug, Share my link, Log a meeting.
Find it in PipeLeads CRM
- Deal / Contact / Company page
- Schedule a meeting
/crm/deals/[id]The chain
From what it does to where it takes you.
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01
FeatureWhat it does
Meetings get booked from the record, not from a separate calendar app.
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02
AdvantageWhy it beats the usual way
The meeting is booked and on the record in one step.
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03
BenefitWhat you get
Hot leads get a time on the calendar while they are hot.
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04
Promised LandWhere it takes you
'let me check my calendar and get back to you' stops losing you deals.
Inside this feature
3 parts that make it work.
Try it yourself
Put Schedule a meeting to work.
See every deal. Know the next step. Let the follow-up run itself.