Schedule a meeting
Hot leads get a time on the calendar while they are hot.
Meetings get booked from the record, not from a separate calendar app.
Find it in PipeLeads CRM
- Deal / Contact / Company page
- Schedule a meeting
/crm/deals/[id]Why it’s better
The meeting is booked and on the record in one step.
'let me check my calendar and get back to you' stops losing you deals.
Inside this feature
3 parts that make it work.
PipeLeads CRM
Put Schedule a meeting to work.
See every deal. Know the next step. Let the follow-up run itself.