Teal CRM Version: v1.0
The Meeting Overview page allows you to review and edit the meeting details for an account within Teal.
Accessing Meetings
To view existing meetings within Teal, click on the Meetings menu link within the navigation bar.
From there you will see a list of all the existing tasks that you have inside of Teal.
Click on a meeting event that's listed in blue. You will then be brought into the Meeting Overview page which will have additional details regarding the event on left side of the page, and related information regarding the contact and account information in the right-hand pane.
Meeting Overview Pane
In the left-hand side of the Meeting Overview page, you can view the details of the event such as the Start/End Date and Time, as well as the meeting location of where the event will take place.
Related Info Pane
In the right-hand side of the page, you have the Related Info pane which allows you to view information from other modules related to the account or contact (Tasks, Deals, Notes, and other Meetings).
