Learn how to use the Pipeline Manager in Meetingflow to quickly update multiple deals in Hubspot or Salesforce Check out these related materials:
How to Update Your Pipeline with Keyboard Navigation
Keyboard command cheat-sheetActionKeyboard CommandAdditional ShortcutsAdvance to next fieldTab-Go to previous fieldShift + Tab-Open date pickerEnterUse keyboard arrows to navigate through dates and enter to selectOpen full dropdown menu optionsEnterUse keyboard arrows to navigate and enter to select Change value in dropdown menu (without opening the menu) Up/down arrows – See it in action
How to Invite Colleagues
Before you can collaborate on meeting plans, first invite colleagues to the Workspace.Note: Meetingflow Workspace Admins set default rules for access. If your Workspace default settings need to be updated or a user role type changed, please contact your Workspace Admin.
How to Edit a Template
Editing an existing template
How to Create a Meetingflow
How to Create a Meetingflow and Apply a Template