1. Go to Accounts Module: Start in the Accounts module of Insights CRM, your central hub for account management. 

2. Select Multiple Accounts: Checkmark the names of the multiple accounts you want to include in the meeting. 

3. Initiate Meeting Setup: Click on the Meeting icon. This action opens the meeting setup interface. 

 

 

4. Confirm Meeting Setup Header: Ensure that the header on the right-hand side reads 'Setup Meeting', indicating you are in the correct setup mode. 

5. Enter Meeting Title: Input the title of the meeting in the designated field. 

6. Review Selected Accounts: The names of the accounts you initially selected should be visible, confirming their inclusion in the meeting. 

7. Set Dates: Manually select the start and end dates for the meeting. 

8. Add Meeting Details/Tasks: If necessary, enter any specific details or tasks related to the meeting. 

9. 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.