luckpandaMeeting scheduling
Meetings are being built. Clients and leads will book a call with you, and the notes from it will stay on their record in your CRM.
Meetings is being built. The list below describes what it will do; anything that already works is said plainly above. Tools marked Live work today.
What meetings will do
- Will offer a booking page with the times you are available.
- Will log each meeting on the client or lead record.
- Will keep notes of what was agreed next to the client's documents.
- Will let an agent draft a quote from meeting notes as a suggestion for you to review.
Questions
Can I book meetings in LuckPanda today?
Not yet. Meetings are being built.
Will an agent send the quote it drafts?
No. The draft stays a suggestion until a person reviews, issues and sends it.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.