How can I schedule an appointment?

You can schedule an appointment with your sales team within the "Activities Tab".

Schedule an Appointment

  1. Click on “Activities” to open your activity box.
  2. Click on "Create New Activity" button to continue.
  3. Select the activity type " Appointment " (the calendar-icon).
  4. 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".

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