Contact meetings

Contact Meetings menu is used to add all business meetings and other dealings with + Add meeting button.

  • Header infromation from Customer Order are loading automatically - Deal, Customer, Event type.
  • You can enter Name field, time and day of event start, time and day of event end, Event location, Who is dealing with, type of meeting. 
  • Contact meeting event is tranferable to Calendar. It is simple, you can use Schedule to calendar sign and it creates an activity in calendar. Use Event description field to specify event details. Also you can upload any kind of document.
  • Following there instructions brings you comprehensive communication history with customer.

It is possible to add a new contact meeting event into Calendar directly from Customer Order menu. Click on Schedule to calendar button and it opens the calendar. You can see table with all events and also you can click into table and schedule new event with all details needed.