Teal CRM Version: v1.0


The Meetings module allows you to manage and view meetings and appointments that are associated with an account inside of Teal, as well as the ability to create a new Meeting.

Viewing List of Meetings


The Meetings page shows you a list of all meetings within Teal CRM.



You have the ability to check multiple appointments at once to perform a mass update, a Subject column displaying the title of the meeting, the Location as to where the meeting will take place, the Account in which the meeting is related to, the Start Date and Time on when the meeting will occur, the End Date and Time on when the meeting is scheduled to be finished by, the Event Type, and an Actions column.

In the Actions column you have the ability to edit the task record by clicking on the blue pencil icon  or deleting the record by clicking on the blue "X" icon .


Viewing List of Meetings

 

To view more information about the meeting, simply click on the name of the task that's displayed in blue.



You will then be brought in to the meeting record page where you can view more information about the meeting such as the start and end date and times, where the meeting will take place, as well as a Related Information pane that will display the Contact(s) whom you would be meeting with, and other related modules to the meeting such as Tasks, Deals, Notes, and other Meetings scheduled.