Meetings: Keep Track of Your Partnering Interactions

The Meeting feature enables you to capture and manage the interactions that happen between your company and potential partners.

Add meeting records to an opportunity, a company, or a contact overview.

The feature allows you to:

• Write notes using the rich-text editor, mention fellow users, and attach documents or emails to the meeting.

• Add a list of attendees to the meeting and make it private, whereby only the user attendees will be able to see the meeting and its details.

Learn more on our help center.