We implemented new module “Meeting tracker” which helps to manage and add to your daily plans and meetings. To arrange a meeting, first select the date, organization and make sure the lead status is “Active” for first meeting.
If next meeting is arranged for the same organization, then change status to “Repeat”. When meeting results in a successful deal and a sales order is received – lead status can be converted accordingly.
View meeting details related to other modules of the system as below.
Easily review all meetings’ schedule for today.