Meeting Management Module for Perfex CRM | Track Agendas, Minutes & Tasks | Full Demo Tutorial

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  • Опубликовано: 11 окт 2024
  • Discover the ultimate Meeting Management Module designed for Perfex CRM! In this comprehensive demo, we showcase how to effectively manage meeting agendas, track minutes, assign tasks, and handle participants with ease. Whether you're a project manager, team leader, or a business looking to streamline your meeting processes, this module is a game-changer.
    In this video, you'll learn:
    How to create and manage meeting agendas.
    Tracking minutes of meetings with ease.
    Assigning tasks to participants and monitoring progress.
    Managing participants (clients, staff, vendors) and their roles in meetings.
    Viewing meeting notes in the client portal.
    Exporting meeting details to PDF with professional formatting.
    This module is perfect for businesses using Perfex CRM to handle complex meetings and team collaborations. Streamline your workflow and improve communication with this powerful tool!
    Buy at www.fiverr.com...
    www.piecex.com...

Комментарии • 5

  • @HritikKothari-i9w
    @HritikKothari-i9w 11 дней назад

    Hi i would like to buy this

    • @mediatok
      @mediatok 11 дней назад

      Hi, please provide me your email address, to send you invoice.

    • @techgeeks7624
      @techgeeks7624  11 дней назад

      Hi, please provide me your emailaddress to send you invoice, if you have an account on Payoneer, or contact at
      sales@by8e.com or fahad6538@gmail.com

    • @techgeeks7624
      @techgeeks7624  11 дней назад +1

      You can also buy it by purchasing this Gig www.fiverr.com/s/0b0L7rx

    • @hritikkothari9227
      @hritikkothari9227 3 дня назад

      @@techgeeks7624 Hi do you have bid desk module as well?