3.1 Search Subject
Shortcut Key: Ctrl + K
Type keywords like:
- Demo
- Follow up
- Client name
The list filters by meeting subjects.
3.2 Filter Icon
Navigation Path:
Sales Module → Activity → Meeting → Click on Filter Icon
Open the filter panel (right sidebar).
Used to narrow down meetings based on selected fields.
3.3 Follow Up Button
Navigation Path:
Sales Module → Activity → Meeting → Click on Follow Up
Used to:
- Schedule a future meeting follow-up (creates a follow-up entry).
3.4 Meeting Log Button
Navigation Path:
Sales Module → Activity → Meeting → Click on Meeting Log
Used to:
- Log a meeting that has already happened (creates a past meeting entry).