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Create a Meeting for a Contact

Create a Meeting for a Contact

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Create a Meeting for a Contact

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Important: Meetings can be created by two different methods.

 

1.From the WP Button:

a.Click the WP Button.

b.Click the Meeting link, Meeting Add screen will be displayed.

 

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c.Enter the meeting information.

d.Click OK to save.  

2.To Create a Meeting from the Contact screen:

a.Click the Add New button on top center of the button row. The drop-down list will display.

b.Click Meeting. The Meeting dialog window will display.

 

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c.Enter the Meeting information.

i.Select the Sync with Exchange check box to sync this meeting with Exchange.

d.Click OK to save and close.

 

 

 

 

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