To schedule meeting for Lead:
Go to leads view or lead
Click calendar invite icon
Input description (e.g. resume presentation) and location
Choose date and time
Add additional attendees if necessary
Add labels (e.g. meeting label)
Input details about the meeting
Hit "send" to send invite to lead and add it to your task center
Video Transcript
And this way I'm going to walk-through on how to schedule a quick little meeting. Invite out to your lead. So when you're in the leads view or in the lead, you have this little icon here for adding a calendar invite. So when you click this you have an option of putting in the description. So it's just a resume presentation.
We're going to put in the location date tomorrow. Let's choose the time, let's say 945. Another thing here too, depending on your default timezone, you know. So if you're in your profile you have an option of changing your default timezone. It'll automatically default to that time zone.
You of course can change the time zone if you know you're somewhere else or you want to change the time zone for whatever reason you can, you're in time. Let's just do this and 30. You can add additional attendite, additional users within the system if they're club users. Also, this pool is additional leads that are associated with this account. So you're club users. You're can assign within the system.
So if you have an inside sales rap who's assigning a counter invite for an outside sales, you would want to either put as a clause and of course you have additional attends that are associated with the lead itself and then labels. You know, in this case I may just do meeting label and any time you using labels you'll see this little blue drop down show up. When you type it in, just go ahead and select it and that'll add the label. So you know.
And then this is where you put your details. You know details about the meeting, this maybe or whatever, right. So when you hit that actually sets up the invite out to the lead, it also adds it to your email, since you can invite with the lead, with the details and then you also have the inside your task. So if you go under activity box and click on task, you will see that you have a meeting invite for the date and time.
So you'll see that you know you have to call Bruce at 9451030 am and this is a sign to any club user, additional user. And of course you can just click on it and this will take you right into the lead and so you can place that call and you have all that information within here. So again, any time you do a meeting invite that sends out a meeting invite to the lead, it also puts it in your task center so you can see it and have access to that lead in that data.
