📽️CRM - Scheduled Meeting

In this article, you will learn how to set up automations in the CRM to manage opportunities with scheduled meetings in a practical and efficient way.

With these automations, you will be able to keep contact active, offer new scheduling opportunities, and strengthen the relationship with the lead, even in absence situations. In this tutorial you will see:

  • How to create stage/funnel automations

  • How to move opportunities according to scheduled meetings

  • Automatically add/remove tags. To create tags, click here.arrow-up-right

Check the following tutorial:

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