This article explains Salesgear users how to book a meeting with a contact from Salesgear.
Navigate to the contacts section.
Click on the contact with whom you want to schedule a meeting.
You will notice the side panel on the right side.
Click the ‘book a meeting’ icon.
Select a meeting event.
Choose a date.
You will be able to view the available slots on your calendar for the particular day.
Select a time slot and click ‘next’.
Add the email addresses of any guests if you’d like them to attend the meeting.
Enter a description of what the discussion is going to be about. This is optional.
Click ‘book meeting’.
Invites will be sent to the contact and the guests. You will also receive a notification about the booked event.
Note: You cannot book a meeting with contacts having their stage as ‘do not contact’. Check this article to learn more about contact stages.