My Customers Meetings

My Customers Meetings

The tool consists of the following panes:

• Customer Meetings lists future events of Sales Meeting type you are responsible for

• Meetings to Report lists events of Sales Meeting type you are responsible for and which are not yet marked as Reported.

• Sales Meetings to Book reminds you when was the last Sales Meeting event connected to each company and allows you to click Book a meeting to create a Sales Meeting event that will be automatically connected to the selected Company.