How to add another 1:1 Meeting from your Agenda

This tutorial walks you through how to add a 1:1 meeting to the Agenda in ShareBuilder CRM - helping you stay organized, consistent, and focused on performance.

What

Adding a 1:1 Meeting to your agenda in ShareBuilder CRM allows Sellers and Managers to schedule and track coaching sessions directly within the platform. Meetings appear in the 1:1 Agenda panel, ensuring your next discussion is always visible and connected to relevant tasks, notes, and CRM insights.

Help center

Help center

How to add another 1:1 Meeting from your Agenda

This tutorial walks you through how to add a 1:1 meeting to the Agenda in ShareBuilder CRM - helping you stay organized, consistent, and focused on performance.

What

How