How to schedule a meeting for a Contact/Account?
Video tutorial on how to schedule a meeting for a contact/account
1. To schedule meetings with a contact, go to CRM from the side navigation and click on contacts.
2. Click on the contact for which you want to add the meeting and go to the Meetings tab from the contact details..
3. Click on the Add meeting button.
4. Enter Meeting name, enter meeting location, meeting details, time, attendees, and when you have added all the necessary details click on submit.
5. The meeting will be scheduled, it will also be added to your events calendar, and an email will be sent to your contact with the meeting invite.
6. The same steps are applied while scheduling a meeting for an account.