New Meeting

Meetings ››
Parent Previous Next

New Meeting

To set up and schedule a new meeting on Contact Center, proceed as follows;

  1. To schedule a new meeting, select CRM > Meetings from the Main Menu.
  2. Click New on the Action Bar to display the screen shown below.



  1. Enter title for meeting.
  2. Select Permission as one of: 1) Public, 2) Public - Read Only, or 3) Private.
  3. Select Priority as one of: 1) Low, 2) Medium, or 3) High.
  4. Select Status as one of: 1) Open, 2) In Progress, 3) On Hold, 4) Closed, or 5) Canceled.
  5. In the Employees dialog, select one or more people and click the > icon to transfer their names to the right-hand side of the dialog box.
  6. Select the date and time for the meeting
  7. Select the Duration/End Time for the meeting. Press the Toggle button to switch between Duration and End Time.
  8. Select a Recurring Event value in its drop-down menu.
  9. Enter the name of customers who will attend the meeting. The field is auto-filled as you start typing names which are stored in the CRM database as contacts.
  10. In the Description field, enter the purpose or description of the meeting.
  11. Select New Note to enter a note or document relevant to the meeting, or search for existing notes using Filter selections.