- 1
Open Meetings
Go to Meetings (/meetings).
Tips- Use meetings for internal or client discussions
- 2
Create a meeting
Click 'Add Meeting' and enter the agenda, date/time and participants.
What to enter
Field Type Description Example Title* text Meeting subject Case strategy review Date & Time* date When the meeting is held — Participants select Who to invite — - 3
Save
Save the meeting; participants are notified.
Tips- Record minutes/notes after the meeting