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Thread: Setting up a meeting on Calendar then adding Prospects to meeting

  1. #1
    goose280 is offline Junior Member
    Join Date
    Nov 2009
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    3

    Default Setting up a meeting on Calendar then adding Prospects to meeting

    I want to be able to added Meetings to the Calendar. Then when new customers calls come in I want to add them to a meeting that we have already set up. That way on the meeting day I can go in a print a list of who is schedual to added that meeting.

    So I am able to go back in and say that prospect signed up or they did not sign up No show or what have you. That way I can track this all.


    Please let me know how to do this. I have been playing around on this think and cant seem to get it to work.

    Please help

    Brady

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
    Join Date
    Aug 2006
    Location
    UK
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    2,379

    Default Re: Setting up a meeting on Calendar then adding Prospects to meeting

    To add prospects to a meeting use the scheduling bar in the editview of meetings.

    This will give you a list of who you expect to attend.

  3. #3
    coficksote is offline Sugar Community Member
    Join Date
    Feb 2011
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    14

    Default Re: Setting up a meeting on Calendar then adding Prospects to meeting

    I need that when you select print the day end date to have that date in the calendar as it does so only for calculation of the hours in duration

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