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