Please watch this short video to know how to schedule a meeting on Meetings module

Three demo screenshots on the right side illustrate how to schedule a Meeting, invite attendees and view scheduled Meetings in CRM module.

 

Meetings module is used to track meetings which can be related to other records that represent the attendees or topic of discussion. Meeting records can have multiple attendees, both inside and outside the system, and include the ability to send invitations as well as reminder emails. When a meeting is repeated on a regular schedule, you can configure it to recur.

Use Meetings module to schedule, view, and manage meetings.

Schedule meetings and add invitees to meeting.

View meetings on Calendar.

Create recurring meetings.

Other Features Highlight

Invite customers to meetings via Email.

Set up a reminder on scheduled meetings.

Allow invitees to accept/decline Email invitations.