Setting up a Meeting
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.
- Go to WP Admin Dashboard → WP ERP → CRM → Contacts.
- Click on the contact you want to create a meeting with.
- Click on the Schedules tab.
- Create a new schedule by filling out the necessary fields. Before saving, select the schedule type as ‘meeting’.
It is as easy as that.