Summary


Meeting Types are a list of meetings your business uses which can be applied to the Field Sales app users' diaries.


Steps

  1. Go to the Meeting Types page by clicking Diary > Meeting Types.

  2. To create a new meeting type, click on the Create New Meeting Type button.
    This will load the Meeting Type Details page where you can edit the details of the Meeting Type.

  3. Enter in an appropriate name for the Meeting Type in the Description field.

  4. Set the Default Duration of the meeting.

  5. If the Meeting Type is active make sure to check the This Meeting Type is Active box.

  6. Choose which users can see the Meeting Type.

  7. Save Changes to save the Meeting Type.

  8. You can click on an existing Meeting Type in the Meeting Types page to edit its details.