Meetings play a huge role in the sales process and Teamgate CRM offers the perfect tools to manage them. Meetings will be displayed on your calendar and to-do list, so you will be always aware of today’s Agenda. Email reminders will make sure you will never forget to attend the meeting.
Additionally, we offer a two-way meetings sync between Teamgate and another calendar of your choice.
The meeting may be scheduled using one of the following methods.
1. Create meetings from the Leads / People / Company / Deals list.
1.1. Open the Leads / People / Company / Deals list and click on the button displaying the last action;
1.2. Click on New Meeting;
1.3. Fill all the necessary fields in the pop-up window and Save the changes.
2. Create meetings from the Leads / People / Company / Deal profile.
2.1. Open the Leads / People / Company / Deal profile;
2.2. Click New Meeting button;
2.3. Fill all the necessary fields in the pop-up window and Save the changes.
3. Create Meetings using the Quick menu.
The quick menu option is available in every section of Teamgate except Dashboard and Insights.
3.1. Click the arrow next to the New button;
3.2. Click Meeting;
3.3. Fill all the necessary fields in the pop-up window and Save the changes.
4. Create Meetings in the Organizer.
4.1. Open the Organizer section in Teamgate;
4.2. Select the time slot in the calendar view. Learn how to create meetings lasting several days;
4.3. Click Meeting;
4.4. Fill all the necessary fields in the pop-up window and Save the changes.
Note: It is not available to create the recurring meetings at once. You may clone the meeting to create another meeting with the same details. To clone the meeting click on the three-pointer and click Save&Clone. Change the date and Save the changes.
5. Where will the information about the meeting be shown?
The meetings created will appear in the calendars of the attendees (the users of the system) invited to the meeting. As well as, the information about the meeting will be visible in the associated contacts’ profiles.
To invite the users to participate in the meeting and to add more associated companies or people in the window to create a meeting click + Add attendees and resources
On the left-hand side, there is a list of your Team members. To add the participants – tick their avatar.
On the right-hand side located search allows to find the leads, people, companies or deals and add them to the meeting. The search starts displaying results when 3 symbols are entered.
Note: All teammates added to the meeting will receive the email invitation to the meeting. The invitation will not be sent to the Leads / Companies or People emails.
