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How to book a meeting from Salesgear?
How to book a meeting from Salesgear?
Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over a year ago

This article explains Salesgear users how to book a meeting with a contact from Salesgear.

  1. Navigate to the contacts section.

  2. Click on the contact with whom you want to schedule a meeting.

  3. You will notice the side panel on the right side.

  4. Click the ‘book a meeting’ icon.

  5. Select a meeting event.

  6. Choose a date.

  7. You will be able to view the available slots on your calendar for the particular day.

  8. Select a time slot and click ‘next’.

  9. Add the email addresses of any guests if you’d like them to attend the meeting.

  10. Enter a description of what the discussion is going to be about. This is optional.

  11. Click ‘book meeting’.

  12. 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.

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