Meetings page overview - redflags

Name: Meetings page overview - redflags
Description: How to spot a client meeting showing "link" in the client name column and connect it to the right client by selecting the attendee email, so the meeting stays tied to that client going forward.

Fixing unlinked client meetings in the CRM

Meetings 0:46

How to spot a client meeting showing "link" in the client name column and connect it to the right client by selecting the attendee email, so the meeting stays tied to that client going forward.

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