Meetings

This article is part of the Connect section.

Find all related articles here:

Connect - Signing Up and the Dashboard

Admin - Users

Admin - Managing Dropdown Types

Admin - Working Hours

Tasks - Creating Tasks

Tasks - Managing Individual, Case and Meeting Tasks

Cases

Meetings

Comments

My Calendar

Reports

 

The diagram below shows the action buttons available within a meeting:

Creating Meetings

1. To create a meeting, hover over Upcoming Meetings under the Scheduling menu and click Schedule a meeting or click the plus sign on the right:
   
   
   
   
2. Choose an Attendee Type by selecting Development, Client, Purchase Account or Other. 
   
   
3. Choose the attendee from the drop-down that appears. There is no drop-down list if you selected Other.
   
   
4. Add a Title for the meeting.
   
   
5. Select a Meeting Type.
   
   
6. Specify the Meeting Date and start time. This field defaults to the current date and time, but you can adjust them as needed.
   
   
7. Specify the End Date. This field also defaults to the current date and time, but you can change it.
   
   
8. Click Create.
   

Managing Meetings

Unlike cases or tasks, meetings aren't assigned to a user or user group.

1. Meetings can exist on their own but they can also include cases and tasks (check the articles on creating and managing tasks, as well as the article on cases).
   
   
2. To delete a meeting, open it and click the red bin icon on the right.
   
   
3. To view meetings, go to Upcoming Meetings under the Scheduling menu. Sort columns using the arrow icon and hover over any column header to view the current sorting criteria:
   
   
   
   
4. Toggle Show all users' meetings and Show past meetings to display additional meetings.
   
   
5. To view the details, click View Meeting.
   
   
6. Make any changes and click Save.
   
   
7. Available Actions:
   
   
1. View Development / Client / Purchase Account - opens the CPL record for the selected attendee. Make sure you are logged into CPL for this to work.
   
   
2. Create Case - creates a case within the meeting.
   
   
3. Create Task - creates a task within the meeting.
   
   
8. View and manage meeting cases on the Cases tab. Sort columns using the arrow icon and hover over any column header to view the current sorting criteria:
   
   
   
   
9. View and manage tasks on the Tasks tab. Toggle Include Team or Include Archived to display additional tasks.
   
   
10. View and manage comments on the Comments tab.

Check your meetings for the current week on the Dashboard.

Use the My Calendar page to view and manage your meetings over different time periods. 

• Related Articles

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  This article is part of the Connect section. Find all related articles here: Connect - Signing Up and the Dashboard Admin - Users Admin - Managing Dropdown Types Admin - Working Hours Tasks - Creating Tasks Tasks - Managing Individual, Case and ...

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  This article is part of the Connect section. Find all related articles here: Connect - Signing Up and the Dashboard Admin - Users Admin - Managing Dropdown Types Admin - Working Hours Tasks - Creating Tasks Tasks - Managing Individual, Case and ...