Meetings allow you to record all meet-ups or appointments, add them to the Calendar and inform the participants. You have the option to send a meeting confirmation to all participants by email, directly from Raynet. Another thing you can do is link a Deal to a Meeting, so you know right away what has been discussed with your customer or client.
In this article you will find out:
- how to create a meeting,
- what a private activity is,
- what the meeting detailed card looks like,
- how to send a meeting invitation via email,
- how to set a reminder,
- how to set up recurrence.
Creating a meeting
1. The easiest way to schedule a meeting is directly from the Calendar. Click anywhere in the Calendar and select the activity type » Meeting. Fill in the Meeting subject and Add Participants. Alternatively, mark the meeting as private.
You can then easily create follow-ups by right-clicking the Meeting. Checking up on a client after a Meeting has never been easier.
2. Create meetings from the Account or Contact detailed cards of those who will attend the meeting - participate. Click on the green plus » Meeting.
The only required field when creating a meeting directly from the Account or Contact detailed card is the Meeting subject. The Participant will be added automatically. To see the Meeting in your calendar, you need to enter a date.
If you do not enter a date when creating a Meeting, the Meeting will still be created, but it will remain in Not Scheduled Activities in the Calendar.
3. If you like using the list of activities, you can create a meeting from there as well. Go to the Main Menu » Activities » Meetings » Green plus.
However, here you will need to add the Account you have the meeting with and the date, or again, mark the meeting as private.
4. You can also create Meetings in bulk from the Account or Contact list view. Just select the Accounts or Contacts you want to create the Meetings for. A green + Create button will appear. Clicking this button will open a drop-down box where you need to select the Schedule Activity option. For more information on mass Activity creation, see this article.
Private activity
Private activity means that the activity has no connection to an Account, for example, it could be a personal meeting that is not work related or a visit to the doctor. To create it, you need to check the Private activity option in the Meeting creation dialog box. See image.
Please note that this does not mean that the Meeting and its content is hidden from other users. They can see it in your Calendar by default.
Meeting detailed card
See the image below to find out which features can be accessed from the Meeting detailed card.
Sending a meeting invitation via email
One of the features you can access through the Meeting detailed card is sending a Meeting invitation by email. This is done via the three dots » Send meeting invitation via email.
The meeting confirmation email looks like this:
Meeting reminder
Never miss a Meetings thanks to the activity start reminder. Simply set it via the three dots » Set Reminder. The reminder will be sent to the user in the form of a notification.
You can set the default activity start reminder. It will be automatically added to newly created activities. Find it in the Calendar Settings.
Here, you select Create activities with automatic start reminder and define the time.
Meeting recurrence
If you need to schedule a Meeting that happens, for example, every week, we recommend setting up a recurrence. Set this up by clicking the three dots » Create recurrence.