---
title: Scheduling Meeting in HubSpot
description: This is to schedule meetings with Realtors (buyer appointments, CMA appointments, etc.)
---

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# Scheduling Meeting in HubSpot

## This is to schedule meetings with Realtors (buyer appointments, CMA appointments, etc.)

#### [HubSpot](https://app.hubspot.com/contacts/2540262/objects/0-1/views/all/list)

### 1. Click on the clients name i.e., Jatinder

![Click on the clients name i.e., Jatinder](https://images.tango.us/workflows/717e5e0f-5b9b-4ea3-a118-3cc1ae5022f8/steps/2f35be7c-4904-4de6-bce8-da9a3b0ca574/db4ec1a2-c073-430e-a164-c57dca42d216.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.1726&fp-y=0.4081&fp-z=2.7308&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=457&mark-y=349&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 2. Click on Schedule a meeting

![Click on Schedule a meeting](https://images.tango.us/workflows/717e5e0f-5b9b-4ea3-a118-3cc1ae5022f8/steps/c2449c3d-4553-47c4-941d-f998da39ab49/12590ab7-cc59-4da7-8f3e-ce72ef3a4e6d.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2096&fp-y=0.3110&fp-z=2.9298&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=554&mark-y=331&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MSZoPTkxJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

### 3. Type in the Subject line

![Type in the Subject line](https://images.tango.us/workflows/717e5e0f-5b9b-4ea3-a118-3cc1ae5022f8/steps/519a74b3-1ad1-4d6c-a01b-a92c7b489bdb/b447a07e-ce9a-4892-8c9b-123d2be89cbe.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2245&fp-y=0.3533&fp-z=1.6708&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=151&mark-y=346&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01OTkmaD02MiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 4. Click on 2 attendees

![Click on 2 attendees](https://images.tango.us/workflows/717e5e0f-5b9b-4ea3-a118-3cc1ae5022f8/steps/10c9a929-b12a-4590-b312-99e1f04f122c/418ba5fd-9fe6-489b-bbe2-01edf16a9a37.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2190&fp-y=0.4132&fp-z=2.7952&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=503&mark-y=342&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTQmaD03MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 5. Type the agent who is meeting the client i.e., Linda Cabral

Ensure you select the agent whose email is @regoteam.com

![Type the agent who is meeting the client i.e., Linda Cabral](https://images.tango.us/workflows/717e5e0f-5b9b-4ea3-a118-3cc1ae5022f8/steps/1483034e-d9e7-4583-b42c-a4e70cb61232/aa1f3690-1ac5-4f24-8a64-ed9b62c81d50.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2239&fp-y=0.4731&fp-z=2.0649&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=326&mark-y=338&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00NTcmaD03NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 6. Ensure all details are included (date/time/location)

![Ensure all details are included (date/time/location)](https://images.tango.us/workflows/717e5e0f-5b9b-4ea3-a118-3cc1ae5022f8/steps/8d24203b-42f7-4bfb-ab7f-59cf26a1280a/226f83a5-7372-4f9a-bebf-b04ed384f237.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2245&fp-y=0.4799&fp-z=1.1733&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=84&mark-y=83&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00NjQmaD01ODgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 7. Click on Save

![Click on Save ](https://images.tango.us/workflows/717e5e0f-5b9b-4ea3-a118-3cc1ae5022f8/steps/1cf5dcfb-70de-4e9e-9846-3ed87b9e0cf4/09f528a5-dcfe-447b-8945-7ead60285750.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.1175&fp-y=0.8549&fp-z=2.7308&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=276&mark-y=394&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD0xMjEmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### Continue to update the Deal:

There should always be a deal created on the clients profile once a client type is selected. Do not add additional deals - this will cause duplicates

 

### 1. Select the Deal with Buyer Inquiry/Appointment Scheduled/Active Buyer stage

![Select the Deal with Buyer Inquiry/Appointment Scheduled/Active Buyer stage](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/7d1c7814-614e-4a9c-9990-cb3318309bb3/b95262af-ce94-4172-8871-c6547dace572.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8144&fp-y=0.3657&fp-z=3.0594&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=474&mark-y=346&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNTMmaD02MiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 2. Edit the deal name to the property

![Edit the deal name to the property](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/0f4374fd-e4fd-4faa-84ed-e611cd17b724/d4d2aaaa-e3de-4239-b53d-3a7c03b15629.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.1609&fp-y=0.1374&fp-z=1.9112&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=113&mark-y=167&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01MTImaD02MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 3. Example "123 Main St., Cambridge"

Note: This must be formatted the same Street Number, Name, City

![Example "123 Main St., Cambridge"](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/bbfd6db6-a237-48e7-bf46-dbb540f473f5/81722b63-a34e-46c5-88c9-0a4108b01dae.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.3504&fp-y=0.2417&fp-z=2.1394&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=385&mark-y=335&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MzAmaD04MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 4. Enter the Amount of their budget/price of home

![Enter the Amount](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/6775a24a-f005-4315-9fb9-4ab8eb131116/a68fc464-6656-48d2-ac1c-869cf717e8de.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.3504&fp-y=0.3337&fp-z=2.1394&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=385&mark-y=337&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MzAmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 5. Click on Save

![Click on Save](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/79d4286e-8ff9-4468-b301-55bfaddcaebd/e89eb693-9f00-4ec0-8342-7f8237271405.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2894&fp-y=0.3915&fp-z=2.8950&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=521&mark-y=332&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNTgmaD05MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 6. Change the Stage by clicking on Buyer Inquiry

![Change the Stage by clicking on Buyer Inquiry](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/b8f20d51-4a17-4ac5-aaf5-d98d67ddca93/c002ef43-ea72-4050-810c-336799eb6927.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.1142&fp-y=0.2283&fp-z=2.7116&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=260&mark-y=349&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMjQmaD01NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 7. Click on Appointment Scheduled

![Click on Appointment Scheduled](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/cfd1f14e-272e-4ded-ae72-405e0079c74b/5ce92c11-8b1f-408a-aeed-daa6e11ab506.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2252&fp-y=0.3833&fp-z=1.6928&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=162&mark-y=345&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01OTEmaD02MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 8. Enter the Deal Property Type

![Enter the Deal Property Type](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/224a6dc1-7fe0-4abb-b0c9-0cb24e897b82/b1694606-405c-4cb9-b422-a80764486209.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8323&fp-y=0.5186&fp-z=2.8605&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=169&mark-y=323&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MTEmaD0xMDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 9. Click on Date ISA Booked Appointment (Not appointment date)

![Click on Date ISA Booked Appointment (Not appointment date)](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/b21579ab-acea-426d-b972-305aed9e3b18/9b13f7cb-7044-4608-b865-fdf8e7911b4f.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8323&fp-y=0.4680&fp-z=2.8605&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=166&mark-y=323&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MTYmaD0xMDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 10. Add the Agent who is attending the appointment

![Add the Agent who is attending the appointment](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/eeedbab3-3f54-4508-b657-f5076cbdda86/ae0788a4-1091-4bde-831c-b2a32490af77.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8323&fp-y=0.5465&fp-z=2.8605&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=166&mark-y=323&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MTYmaD0xMDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 11. Enter the Deal Source

![Enter the Deal Source](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/fe37fc7e-148c-4809-8c06-781ec29d0e22/defe682d-1961-46a0-8d5a-bea58c317bd8.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8323&fp-y=0.7634&fp-z=3.3283&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=70&mark-y=315&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDYwJmg9MTI0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

### 12. Save

![Save](https://images.tango.us/workflows/1d6c12da-b3b4-4962-8070-e2f42b416f63/steps/2a325dc2-00ec-4273-93ab-7c2e5ce0bfa1/e56540f4-d353-4e4f-b4d3-666d84fbe2bd.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.7652&fp-y=0.8915&fp-z=2.1192&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=383&mark-y=643&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODMmaD04OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

 

Please ensure to record internal notes for the agent to log into HubSpot and see their meeting information prior to attending. To ensure appointment/deal counts toward your stats, please ensure to change Worked by Client Care to your name.

 

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