One of the most important features when managing accounts are meetings with our contacts. Meetings can be schedule from the accounts section or from the contacts.
Go to the contact and click the meeting icon as shown in the picture:
As shown in the picture above, meetings are shown in relation to the contact. From this screen, you have the option to schedule a new meeting with the contact by clicking the “Add Event” button, which will then open the window that allows us to create the meeting with the contact:
On the lower left hand margin of this window, Meeting data can be entered, such as location, start and end date, add more guests, description, etc. ...
Once you have filled in the fields, press the “Save” button and users will be sent an invitation to the meeting only if you have ticked the box to launch the Event from on the calendar.
We can see step by step instructions in this video: