You can quickly schedule a meeting from ToolsonCloud CRM
without the need to switch to another calendar application. To
schedule a meeting, you can follow these steps
- Login to ToolsonCloud CRM account
- On top navbar, you can find the link titled "Meetings".
Click on it to navigate to Meetings page.
- Click on "Add Meeting" button on the top right corner in
Meetings page. A Dialog box shall appear prompting you to enter
Meeting information.
- Enter the necessary meeting information such as Meeting
title, Meeting start time and end time, Invitees and Description
of the meeting.
- You may use the "Location" field to enter your online
meeting URL in case you are having a virtual meeting, else you may
enter the physical location address.
- Once all the information is ready. Click on "Add Meeting"
button. Your meeting will be scheduled.
Upcoming Features planned
In the upcoming releases, we shall be adding the option for
you to integrate with Google Calendar or Outlook to send your
meeting invites from Google Calendar or Outlook.
Still having questions?
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