How to Create a Meeting


1. View the Entry's (Contact, Lead, Opportunity, Case or Account) profile or records via the sidebar.


2. Scroll down to Meetings.




3. Click on the plus button.



4. Fill out the New Meeting form and click on Save Changes button.



5. A confirmation message will appear.






How to Edit a Meeting


1. Click the Meetings under the related entry.


2. Choose the Meeting you want to Edit.



3. On the Meeting Info section, click the 3 dots on the upper right side then click Edit Entry button.




4. Fill out the information on the Edit Meeting form.


5. When done making changes, click the Save Changes to update entry.



6. A confirmation message will appear.