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Adding a Meeting

*Note: Refer to the Tasks: Adding a Task

Step 1: Select the MEETING icon

Step 2: Follow guided form to populate information regarding the Meeting 

Step 3: Add the ‘Event Owner’ (You can add a new contact by clicking the person icon next to ‘Event Owner’)

Step 4: Attach any documents regarding the Meeting, this can include images

Step 5: Add and complete any Meeting forms, if applicable

Step 6: Add any ‘Actions’ as well as other information

Step 7: Click the SAVE EVENT button at the end once completed

Category: Tasks