how to create a Meeting

This comprehensive guide explains how to create a Meeting form in Thriwin CRM, detailing various methods of access and form completion for users.

Accessing Meeting Form via Toolbar

• Description:
  • Click on '+' icon in the toolbar
  • Open the Activities dropdown
  • Select 'Meeting' option
• Screenshot: (Screenshot 1: Toolbar with '+' icon and Activities dropdown)

• Key Points:
  • Only the initiator will be pre-filled
  • User must manually complete all other required fields
• Screenshot: (Screenshot 2: Meeting form with initiator pre-filled)

• Important Note: After filling required fields, the task will be scheduled in the timeline

Accessing Meeting Form from Entity Details Pages

Company Details Page

• Description:
  • Navigate to specific Company details page
  • Click on Meeting icon
  • Company Name automatically pre-fills in participants field
• Screenshot: (Screenshot 3: Company details page with Meeting icon)

• Screenshot: (Screenshot 4: Meeting form with Company Name pre-filled)

Lead Details Page

• Description:
  • Open specific Lead details page
  • Click on Meeting icon
  • Lead Name automatically pre-fills in participants field
• Screenshot: (Screenshot 5: Lead details page with Meeting icon)

• Screenshot: (Screenshot 6: Meeting form with Lead Name pre-filled)

Deals Details Page

• Description:some text
  • Navigate to specific Deal details page
  • Click on Meeting icon
  • Corresponding Deal's Leads automatically pre-fill in participants field
• Screenshot: (Screenshot 7: Deals details page with Meeting icon)

• Screenshot: (Screenshot 8: Meeting form with Deal Leads pre-filled)

Marketing Contacts Details Page

• Description:
  • Open specific Marketing Contact details page
  • Click on Meeting icon
  • Marketing Contact name automatically pre-fills in participants field
• Screenshot: (Screenshot 9: Marketing Contacts details page with Meeting icon)

• Screenshot: (Screenshot 10: Meeting form with Marketing Contact pre-filled)

Step 3: Accessing Meeting Form from Admin Settings

• Description:
  • Navigate to Admin Settings
  • Select 'Assign Meeting'
  • No fields are pre-filled
  • Admin must manually enter all required information
  • Considered as an administrative task
• Screenshot: (Screenshot 11: Admin Settings page)

• Screenshot: (Screenshot 12: Blank Meeting form in Admin Settings)

Common Issues and Troubleshooting

• Issue 1: Fields not pre-filling correctly
  • Solution: Verify correct entity is selected before opening Meeting form
• Issue 2: Unable to save Meeting form
  • Solution: Ensure all required fields are completed

FAQs

• Question 1: Can I modify pre-filled participant information?some text
  • Answer: Yes, pre-filled information can be edited before form submission
• Question 2: How many participants can I add to a meeting?some text
  • Answer: Multiple participants can be added to a meeting form

Need More Help?

• Contact Support: Reach out to Thriwin CRM support team for detailed assistance with Meeting form navigation and completion.