Click the CRM link
This action takes you to the Customer Relationship Management section where you can manage all customer interactions, data, and tasks.
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Shared guide
Log meeting outcomes in the CRM
Log meeting outcomes in the CRM by selecting your preferred columns in the Meetings section, updating meeting statuses, and effectively managing upcoming meeting details.
viktoriaLog meeting outcomes in the CRM by selecting your preferred columns in the Meetings section, updating meeting statuses, and effectively managing upcoming meeting details.
Step-by-step Guide9 steps
Click the Meetings section
Clicking the Meetings section opens a list of scheduled meetings, providing an overview of upcoming events and allowing you to manage your calendar effectively.
Loading screenshot…100%Click the Edit columns option
This will open a panel allowing you to customize the visibility of different columns in your Meetings view, enabling efficient data management.
Loading screenshot…100%Click Apply to Confirm Column Selections
Clicking Apply will save your selected columns and update the view to reflect these choices. This allows you to customize the columns displayed in your meeting records based on your preferences.
Loading screenshot…100%Type 'outcome' in Search columns
Input 'outcome' in the search box to filter and view relevant meeting outcome options. This helps customize the displayed columns to enhance your data visibility.
Loading screenshot…100%Click here to select columns
Clicking this option allows you to customize which meeting outcome columns are displayed in your view. After selecting your preferred columns, proceed by clicking the 'Apply' button to save the changes.
Loading screenshot…100%Click the Apply button
This action finalizes your column selections for the meetings display, updating the view to reflect your chosen settings.
Loading screenshot…100%Click the Scheduled status
By clicking the 'Scheduled' status, you can view or modify the details of the upcoming meeting in the CRM's Meetings section.
Loading screenshot…100%Click the Completed option
Select 'Completed' from the meeting outcome dropdown to update the status of the meeting. This action helps in tracking the progress of your scheduled meetings.
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