Shared guide

How to log a meeting outcome

Step-by-step guide covering: Click the CRM link; Click the Meetings section; Click the Edit columns option; Click Apply to Confirm Column Selections.

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Step-by-step Guide9 steps

  1. Click the CRM link

    Click the CRM link
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  2. Click the Meetings section

    Click the Meetings section
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  3. Click the Edit columns option

    Click the Edit columns option
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  4. Click Apply to Confirm Column Selections

    Click Apply to Confirm Column Selections
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  5. Type 'outcome' in Search columns

    Type 'outcome' in Search columns
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  6. Click here to select columns

    Click here to select columns
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  7. Click the Apply button

    Click the Apply button
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  8. Click the Scheduled status

    Click the Scheduled status
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  9. Click the Completed option

    Click the Completed option
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