Activities & Meetings
How to use the calendar and create the meeting
Overview The Calendar in WeekMate CRM helps you manage your meetings and scheduled events in one place. It provides a clear view of upcoming activities so you can plan your day effectively. You can also create new meetings directly from the calendar ...
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 ...
How to View My Meetings from the User Portal
Overview The User Portal in WeekMate CRM allows employees to view and manage their scheduled meetings in one place. The Meetings section displays all upcoming and past meetings along with important details such as time, date, and status. You can use ...
How to Create or Edit the Task
Overview The Tasks module in WeekMate CRM helps you organize and track activities related to your sales process. You can create new tasks, update existing ones, monitor their progress, and keep your work organized from a single location. You can also ...
How to Create a New Task for the Specific Account
Overview The Task feature in WeekMate CRM helps you schedule and manage activities related to a specific account. You can create tasks for follow-ups, meetings, calls, or other sales activities, assign them to team members, and set due dates to ...