You can schedule an appointment with your sales team within the "Activities Tab".
Schedule an Appointment
- Click on “Activities” to open your activity box.
- Click on "Create New Activity" button to continue.
- Select the activity type " Appointment " (the calendar-icon).
- Configure your appointment according to your preferences and click "Save".
Tip: You can customize the meeting name within the Pipeliner Admin Portal under "Common Lists".