How to Create Meeting for Company in WeekMate HRMS
How to Create a Meeting from a Specific Company
Overview
The Accounts module in WeekMate CRM allows you to manage company-related activities, including scheduling meetings linked to a specific company. When a meeting is created from a company record, it stays associated with that account for better tracking and reference.
You can use this option when a meeting is directly related to a client, organization, or business account stored in the system.
Before You Begin
Before creating a meeting, make sure:
You are logged in to the WeekMate CRM User Portal.
The company record already exists in the Accounts module.
You have permission to create meetings.
Steps
Log in to the WeekMate CRM User Portal.
Navigate to the Accounts module.
Open the company for which you want to schedule a meeting.
Go to the Meetings section inside the company details page.
Click on Create Meeting.
Enter the meeting title.
Select the attendees.
Set the meeting date and time.
Add additional details if required.
Click Save to create the meeting.
Video Tutorial
Watch the video below for a complete walkthrough of this process in WeekMate CRM.
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