Follow the steps outlined in this document to schedule a meeting in Fileboard.

  1. Schedule the meeting

Click on the blue Schedule Meeting button to send a meeting reminder.

2. Enter prospect details
Enter the company and deal name and select the stage of the prospect

Enter the email names or addresses of the contacts

Update the subject, when the meeting is scheduled, duration and timezone of the meeting

3. Customize the invite
Click on the blue Customize invite text to customize the text of the invite

When done, click on the blue Schedule button to schedule the meeting

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