To create a Meeting card, we need to schedule a meeting using the Plus Button.

Select Meeting

Now we must select which customer (prospect or client) the meeting is with. 

The list is in alphabetical order.
Simply scroll to the name of the customer or reach for them & select them.

Once you have selected a customer, you will be asked to select a contact that you are meeting with.
If you have not added one yet, it will be with the default contact, Initial Contact.
If you're not sure how to add a Contact, please press the button below:

We must now choose the type of meeting that will be taking place. 

We must now select the date and time that we are scheduling the meeting for

​DATE:
Choose the date that the Meeting will be taking place.

TIME:
​You will need to select the time at which the meeting is scheduled to take place.
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Press OK when the correct time has been selected.

You may wish to start the meeting immediately and not schedule a meeting date or time, to do this, simply press the Start Meeting Now checkbox.

This will not make a card on your dashboard, you will start the meeting immediately after pressing create and you will be transported directly to the Taking Notes page.

If you would like to add additional notes, please press the Blue Note icon in the bottom right of the screen.
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Once your meeting has ended, you will need to press the FINISH MEETING button.
This will end the meeting and save any notes taken in the meeting.
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