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Meetings

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The Meetings feature in LeadSpheres allows you to schedule, manage, and integrate meetings directly inside your CRM. Whether you’re hosting one-on-one consultations, sales calls, internal team syncs, or group webinars, LeadSpheres provides a built-in meeting scheduler that integrates seamlessly with your leads, deals, and projects.

This guide will walk you through how to schedule meetings, share meeting links, and integrate meetings with the CRM to streamline your workflow.

1. Scheduling One-on-One & Group Meetings #

LeadSpheres lets you schedule personalized meetings with leads, clients, or team members, as well as group sessions like webinars or workshops.

Steps to Schedule a Meeting #

  1. Log in to LeadSpheres CRM.
  2. Go to CRM → Meetings → Schedule Meeting.
  3. Fill out the meeting details:
    • Meeting Title → e.g., “Sales Demo with John” or “Team Strategy Call.”
    • Meeting Type → Choose One-on-One or Group Session.
    • Date & Time → Pick the desired slot.
    • Duration → Set meeting length (e.g., 30 mins, 1 hour).
    • Meeting Mode → Online (video) or in-person.
  4. Add participants:
    • Select from existing CRM leads, clients, or team members.
    • Or, add participants manually by email.
  5. Optionally, set recurring meetings for weekly, monthly, or custom schedules.
  6. Click Save & Generate Link.

Your meeting will now appear on your Meetings Dashboard, where you can track upcoming sessions and join directly from the CRM.

💡 Pro Tip: Use group meetings for product demos, onboarding webinars, or training workshops.

2. Sharing Meeting Links with Leads & Clients #

Once your meeting is scheduled, LeadSpheres automatically generates a unique meeting link for attendees.

Ways to Share Meeting Links #

  • From the Meeting Dashboard:
    • Go to CRM → Meetings → Upcoming Meetings.
    • Click on the “Copy Link” button and share it manually.
  • Via Automated Emails:
    • Enable “Send Meeting Invite” during scheduling, and LeadSpheres will email the meeting link directly to participants.
  • Through WhatsApp or SMS:
    • Use LeadSpheres’ multi-channel communication tools to send invites instantly.

📌 Pro Tip: Combine meeting links with automated reminders to reduce no-shows and improve attendance rates.

Summary #

With Meetings in LeadSpheres CRM, you can:

  • Schedule one-on-one or group meetings directly inside the CRM.
  • Share meeting links instantly via email, WhatsApp, or manual sharing.
  • Integrate meetings seamlessly with leads, deals, and projects for a unified workflow.
  • Automate reminders and follow-ups to improve attendance and conversions.

LeadSpheres ensures you never miss an opportunity to connect with your leads and clients — helping you close deals faster and build stronger relationships.

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