Use our ‘Scheduling’ feature to easily create a Meeting with a Contact

Make important tasks a schedule. Schedules appear directly on the event calendar and you can receive notifications in SMS or Email. You can also access it from the contact’s profile. Also, a notification time can be chosen.

1. Go to WP Admin Dashboard → WP ERP → CRM → Contacts.
2. Click on the contact you want to create a meeting with.
3. Click on the Schedules tab.
4. Create a new schedule by filling out the necessary fields. Before saving, select the schedule type as ‘meeting’.
   

It is as easy as that.