Book a Meeting for Multiple Accounts
- Go to Accounts Module: Start in the Accounts module of Insights CRM, your central hub for account management.
- Select Multiple Accounts: Checkmark the names of the multiple accounts you want to include in the meeting.
- Initiate Meeting Setup: Click on the Meeting icon. This action opens the meeting setup interface.
- Confirm Meeting Setup Header: Ensure that the header on the right-hand side reads 'Setup Meeting', indicating you are in the correct setup mode.
- Enter Meeting Title: Input the title of the meeting in the designated field.
- Review Selected Accounts: The names of the accounts you initially selected should be visible, confirming their inclusion in the meeting.
- Set Dates: Manually select the start and end dates for the meeting.
- Add Meeting Details/Tasks: If necessary, enter any specific details or tasks related to the meeting.
- Send Meeting Request: Click on the 'Send' button to dispatch the meeting request to the attendees.
Note for Single Account Meetings:
Repeat for Single Account: To set up a meeting with a single account, follow the same process. Simply select only one account in step 2 before proceeding with the subsequent steps. This approach ensures flexibility in InsightsCRM, allowing for both individual and multiple account meetings to be organized efficiently.
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