Steps for adding meeting in a quote or Job

 
 

1. Within a quote or job, click on 'Meetings' on the left menu.

 
Click on Meetings…
 
 

2. Click on the add icon on top right.

 
Click on basic:icon-ico-add
 
 

3. Enter the meeting details like meeting type, date and time, description, etc.

Note: (Meeting type can be configured in the Setup --> Structure --> Services --> Business Services --> Meeting Types)
 
Click on Meeting Details Information…
 
 

4. Click on 'Save' to add the meeting to the quote

 
Click on Save