How to Schedule Meeting in Outperform (OP)

User on Web [All Users]

This guide walks you through how to schedule a meeting directly from the Deal Details page in OutPerform (OP). You can create a meeting either from the left information panel or from the interaction section on the right.

Method 1: Schedule Meeting from the Left Section (Information Bar)

Step 1: Open the Deal Details Page

• Login to your OutPerform (OP) account.
• Go to the Deals section.
• Click on the deal you want to schedule a meeting for — this will open the Deal Details page.

Step 2: Schedule Meeting from the Left Section

• On the left panel (Information Bar), locate the Meetup section.
• You will see a meeting link provided under this section.
• Click on the link to schedule a meeting by selecting the date & time using the available interface.

Method 2: Schedule Meeting from the Right Section (Detail Interaction)

Step 1: Locate the Meeting Scheduler

• Dind the Meeting Scheduler bar in the Deal Details Page.

Step 2: Schedule Your Meeting

• Use the scheduler to input your meeting details:
  • Meeting Title
  • Date & Time
  • Select User
  • Notes (optional)
• Click Save to confirm.