Setup Meeting for a Contact

Setup Meeting for a Contact

  1. Log in to the InsightsCRM-IB.
  2. On the Left sidebar, navigate to the Contacts module and click on it.
  3. Select the Contact with whom you want to Schedule a meeting (e.g. Brian Woods).


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  1. The contact page will open up, Navigate to the Client details column, meeting icon.
  2. Click on the meeting icon.


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  1. A new window will open on the right side of the Screen > Fill up the Details.

Note: (*) These are the Mandatory fields to fill in to schedule the meeting.

  1. Click on the Send button.



  1. You will get a popup Meeting Send Succesfully on your Screen.
  2. You can find the Newly created Meeting on the My Interactions Tab.


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