Introduction

The Meeting Module in WORTAL CRM enables efficient planning, logging, and tracking of meetings associated with Leads, Person, Organization and Deals. It allows users to schedule meetings, capture detailed information such as subject, date, time, attendees, and summaries, as well as attach relevant documents. The module also supports setting follow-ups to ensure timely engagement and continuity. All meeting records are systematically linked to their respective Leads, Person, Organization and Deals, ensuring complete visibility, better coordination, and streamlined communication throughout the sales process.