Contacts - How to Configure and Manage Meetings

In SprintHub, it is possible to create, manage, and track meeting schedules directly from the registration of your Leads and Contacts. The tool offers convenience and speed in the relationship process, allowing not only scheduling new appointments but also canceling, rescheduling, and recording the Lead’s attendance — marking as attended or not attended. All in a centralized way and integrated with the CRM, optimizing your commercial management.

Check the steps below to perform this procedure:

1. Access the "Leads" feature: Through “Find Services”. Or just type the name, and the function appears.

CONCLUSION:

With SprintHub’s meeting scheduling and management features, you ensure more organization and control in the relationship with your Leads and Contacts. In addition to making it easier to monitor each stage of the commercial process, this functionality contributes to faster, more assertive service that is integrated with your CRM. Take advantage of these tools to optimize your routine and improve your results.