Create New Meeting Types

Create New Meeting Types



 

  1. Access Admin Module: Open the Admin Module in Insights CRM. 
  1. Select Data Fields: Click on 'Data Fields'. 
  1. Choose 'Meeting Type': Select 'Meeting Type' from the data fields list. 

 

  1. Add Meeting Type: Click on 'Add Meeting Type' in the right-hand side corner. 

 

 

  1. Input Details: Enter the Meeting Type Name.  
  1. Meeting Type Code: Provide the Meeting Type Code.  
  1. Active Field: Select 'Yes' or 'No' in the Active Field from the dropdown. 

 

 

 

 

 

 

 

 

  1. Save the Meeting Type: Click 'Save' to store your new meeting type. 
  1. Confirmation: The new Meeting Type will be listed with its name, code, and status. 

 

 




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