In the Gsuite CRM app, new leads are created and delegated from either the dashboard or from the ‘Sales Tracking’ sheet. In the same sheet, meetings are also scheduled for those leads.
Correspondingly, team member receives reminders about the meetings which are scheduled and delegated to them.
To update the meetings details go to the sales dashboard and select the lead. Then select the “Meetings” option.
Here you can update all the information regarding meetings. You can fill the meeting details, date, requirements, minutes of meetings etc.
After filling all the information click on the “UPDATE” to save.
You can also attach files/images to your meetings details. For this click on the “UPLOAD FILES” option.
Select the files from your device. You can add multiple files. After selecting all the files simply press “Upload”.