Shared guide

How to schedule a meeting with a contact

Step-by-step guide covering: Click the CRM section; Click the Contacts link; Click the contact named Mike; Click the Schedule a meeting button.

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Step-by-step Guide18 steps

  1. Click the CRM section

    Click the CRM section
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  2. Click the Contacts link

    Click the Contacts link
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  3. Click the contact named Mike

    Click the contact named Mike
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  4. Click the Schedule a meeting button

    Click the Schedule a meeting button
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  5. Click here to schedule a meeting

    Click here to schedule a meeting
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  6. Type 'Onboarding Meeting' in Title

    Type 'Onboarding Meeting' in Title
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  7. Click here to select meeting time

    Click here to select meeting time
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  8. Click the date '29' on the calendar

    Click the date '29' on the calendar
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  9. Click the Schedule Meeting button

    Click the Schedule Meeting button
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  10. Click the Start Time dropdown

    Click the Start Time dropdown
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  11. Click the Select Location option

    Click the Select Location option
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  12. Click the Phone call option

    Click the Phone call option
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  13. Click here to schedule the meeting

    Click here to schedule the meeting
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  14. Type your phone number in the input field

    Type your phone number in the input field
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  15. Click the Add reminder button

    Click the Add reminder button
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  16. Click the days before input field

    Click the days before input field
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  17. Type '1' in Attendee Description

    Type '1' in Attendee Description
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  18. Click the Schedule meeting button

    Click the Schedule meeting button
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