Question

Show meeting time in pipeline contact

  • 28 November 2023
  • 0 replies
  • 6 views

When viewing the prospects pipeline, is there a way to have the scheduled appointment time under the contact, without clicking into the contact and viewing calendar event in the “related tab”? I want to be able to view everyone in the prospect pipeline and see their appointment. Even if we need to manually enter the date of the scheduled appointment that is fine, just not sure how to get it to show up. 


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