Alexa Best Small and Medium Business CRM Software - ConvergeHub

New Meeting

To start, go to Activities from the menu on the left and click on Meetings. Once you’re on the meeting list, you can create a new one by clicking the  button in the top-right corner. 
You can add New Meeting/Event by filling in the fields set in the General, Invitees tabs and then clicking on the Save button.

The Type of the meeting (such as call or meeting) can be set here.

The Name of a Meeting is a mandatory field.

You can schedule the meeting All Day by selecting Yes or No.

You can set the Start date, End date, start time and end time of the meeting .

You can add the Location of the meeting.

On the Related To field, you can type or choose from the auto-suggestion list of Converge regarding Accounts, Contacts, Leads and Deals to whom you want to relate this meeting.

You can change the importance level of the meeting as High, Medium or Low through through the Priority tab.

You can make the meeting Public or Private depending on your requirement.

The Status of the meeting such as started, not started, cancelled can be set.

You can add a Description to the meeting.

You can set a Reminder for the meeting.

Invitees Tab

You can add invitees to the meeting from the Invitees tab.
You can also add invitees to the event by clicking on the Select invitees from ConvergeHub link and then selecting names from Leads, Accounts, Contacts, Partner, Users and Teams.