To create a meeting on Bloobirds go to the company or the lead profile and click on the meeting icon.
A form will pop up. Fill it in with the information available, scroll down and click on SAVE.
You can add the meeting to your calendar by clicking on ADD TO CALENDAR.
The meeting will be registered in the Activity section.
There will be an associated task to be completed before the meeting: Contact Before Meeting which will be registered on the Tasks section. In here, you'll also see the data and time of the meeting task.
This reminder will have been generated automatically as long as this option is activated in account settings. In addition, you can choose the time period you want to create it in advance (in minutes, hours or days).
You can also find the meeting and the contact before meeting tasks in the prospect tab > scheduled.
To complete the task, click on DONE FOR TODAY.
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