Join Chris Mattia for an in-depth discussion in this video Scheduling a meeting on the calendar, part of Salesforce for Small Business.
- [Instructor] Now that you have your daily task…or to-do list under control,…let's turn our attention to this next tab, Meetings.…This is perhaps the part of IQ that throws the most people…because there's no create new meeting button.…And that's because you schedule meetings…through your linked Google or Outlook calendar.…But you may be thinking, wait a minute,…I have appointments that are on my calendar already,…but they're not showing up in my list.…Let me show you how to make your calendar appointments…show up in IQ.…
I have my Google calendar open,…and I want to create a meeting with Kim…to review the upcoming proposal on Wednesday at 10:00 a.m.…So begin by creating that appointment…like you normally would.…Select the time in your calendar,…and enter a meeting title.…I'll enter Planet Yondo Proposal Review.…And then click the Edit event button.…Under Add guests, make sure you invite one of the contacts…that's listed on the account in IQ,…and use the exact email address that's used in IQ.…
I'll invite Kim.…Then, in the Description field,…
- Creating a SalesforceIQ CRM account
- Adding team members
- Creating contacts and accounts
- Editing profiles
- Creating and customizing lists
- Using the stream view
- Scheduling tasks and meetings
- Creating event and meeting logs
- Creating filters
- Running reports
Skill Level Beginner
1. Getting Started with Salesforce for Small Business
Adding team members3m 2s
2. Accounts and Contacts
3. Lists and Views
4. Tasks and Workflows
5. Filters and Reports
Next steps2m 31s
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