MEETING
Create
You can create your Meeting by following the given steps:
STEP-1: Click on Prospects → Lead → List Of Leads.
Select any one Lead and Right Click on it.
Select Add Meeting.
STEP-2: Fill Meeting Details.
STEP-3: Assign Mettings to User or team by selecting single or multiple entries from the list.
STEP-4: Click on Save button.
Note: You can Add Meeting from Opportunity, and Campaign using same above method.
List
Click on Activity → Meeting. The list of Meetings will display.
Edit
You can edit Meeting by following the given steps:
STEP-1: Select the Meeting that you want to edit. Right click on it and select Edit Meeting.
STEP-2: Edit the details and click on Save button.