Lead Meetings

1. CRM

1.3 Lead Meetings

If anyone of our employees or customer service making an interview with lead you can register or save meeting details in the system. User can add/delete and edit lead meeting from this screen as shown in figure 1.

figure 1

#	Field	Description
1	Lead	Lead who making meeting with us, this is mandatory field
2	Start Time	Meeting Start date and time, this field is mandatory
3	Duration (Min)	Duration of meeting by minutes
4	Lead Contact	Lead contact who make a meeting with us
5	Other Contacts	Other lead contacts if exist
6	Subject	Lead meeting subject
7	Status	Lead meeting status is it done, planned or cancelled
8	Summary	Meeting summary
9	Results	Meeting results
10	Location	Meeting location
11	Attachments	Meeting attachments if you want