How to schedule a meeting

 

In order to get started click on the “Schedule a Meeting” tab.

 

Documenting a meeting:

 

    1. To begin, click on the blue “New Meeting” button:

 

    1. Next, you will be able to enter meeting details. To add attendees, click on the “Save & Next” button. This will take you to a screen where you can search for contacts to add to your meeting.

 

    1. To send out an email notification to your meeting attendees, click on the “Preview Notification Email” tab at the top:


Note: The SMTP Server will default to the MMM server which will enable you to send out email notifications to your attendees. Click in the text box to edit the email, then select SEND NOTIFICATION.