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How to Access Meeting Leads?
Updated over a week ago

B2B Rocket > Left Navigation Bar > Leads

1. Follow the above-mentioned workflow to land on the Leads screen.

2. From the tabs listed at the top, click Meetings. Doing so takes you to the meeting leads grid.

3. Here, data for all leads for which meeting is scheduled is tabulated via various columns that include #, Title, Description, Date, Time, Timezone, and Booked On.

4. User actions like searching, sorting, exporting to .CSV, and transferring to Zoho are similar to the ones explained in All leads grid.
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