Arrange a Meeting and Record Meeting Notes

See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes from event.

New event

1) Open and navigate to the calendar day on which you want create a new event2) At a time where you want place event click by mouse, or just pull the mouse from the beginning to the end of event to set the length of the event

New event on Sales opportunity

1) Set the type of event, it is a meeting (it will be useful in assessing how many meetings you managed)2) Add the summary and event location3) Select the context to client's sales opportunity which you should the event refers4) Add participants or resources5) Save your event

Enter meeting notes

It is recommended to create record from meeting in the form of Meeting Notes. That will be visible in the overall history of the sales opportunity.

1) Enter the client name, press Enter2) Select founded client in Finder3) Select the appropriate project / sales opportunity4) Choose the tab Communication5) Create new message "Meeting Notes"

After opening message, make meeting subject and content, you can also notice your colleagues and save the entry.