Open a company card, person card, or deal card to get started.
❔ How do I do it?
- Open a company card, person card, or deal card.
- Select the option you want.
- Fill in the description, day, and time.
- Select a responsible employee if you want to delegate.
- Click Save.
You can also use the green plus button in the left menu bar to book a meeting or create a reminder. There, you'll need to select the company or person manually.
📽️ You can also watch a video guide below: