Geteilte Anleitung

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.

viktoriaviktoria
·18 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide18 Schritte

  1. Click the CRM section

    Click the CRM section
    Loading screenshot…
    100%

  2. Click the Contacts link

    Click the Contacts link
    Loading screenshot…
    100%

  3. Click the contact named Mike

    Click the contact named Mike
    Loading screenshot…
    100%

  4. Click the Schedule a meeting button

    Click the Schedule a meeting button
    Loading screenshot…
    100%

  5. Click here to schedule a meeting

    Click here to schedule a meeting
    Loading screenshot…
    100%

  6. Type 'Onboarding Meeting' in Title

    Type 'Onboarding Meeting' in Title
    Loading screenshot…
    100%

  7. Click here to select meeting time

    Click here to select meeting time
    Loading screenshot…
    100%

  8. Click the date '29' on the calendar

    Click the date '29' on the calendar
    Loading screenshot…
    100%

  9. Click the Schedule Meeting button

    Click the Schedule Meeting button
    Loading screenshot…
    100%

  10. Click the Start Time dropdown

    Click the Start Time dropdown
    Loading screenshot…
    100%

  11. Click the Select Location option

    Click the Select Location option
    Loading screenshot…
    100%

  12. Click the Phone call option

    Click the Phone call option
    Loading screenshot…
    100%

  13. Click here to schedule the meeting

    Click here to schedule the meeting
    Loading screenshot…
    100%

  14. Type your phone number in the input field

    Type your phone number in the input field
    Loading screenshot…
    100%

  15. Click the Add reminder button

    Click the Add reminder button
    Loading screenshot…
    100%

  16. Click the days before input field

    Click the days before input field
    Loading screenshot…
    100%

  17. Type '1' in Attendee Description

    Type '1' in Attendee Description
    Loading screenshot…
    100%

  18. Click the Schedule meeting button

    Click the Schedule meeting button
    Loading screenshot…
    100%