MEETING

Create

You can create your Meeting by following the given steps:

STEP-1: Click on Prospects -> Leads.

Select any one Lead and Right Click on it -> View Lead.

Click on Button Action and click on Add Meeting.

STEP-2: Fill Meeting Details.

STEP-3: Assign Meetings to User or team by selecting single or multiple entries from the list.

STEP-4: Click on Save button.

Note: You can Add Meeting from Opportunity and Campaign using same above method.

List

Click on Activity -> Meeting. The list of Meetings will display.

Edit

You can edit Meeting by following the given steps:

STEP-1: Select the Meeting that you want to edit. Right click on it and select Edit Meeting.

STEP-2: Edit the details and click on Save button.