Meeting tracker module in vTiger CRM

Hello Folks,

We implemented the new module “Meeting Tracker,” which helps manage and add to your daily plans and meetings. To arrange a meeting, first select the date and organization, and make sure the lead status is “active” for the first meeting.

If the next meeting is arranged for the same organization, then change the status to “Repeat”. When meeting results in a successful deal and a sales order is received – lead status can be converted accordingly.

View meeting details related to other modules of the system as below.

Easily review all meetings’ schedule for today.

 

Let us know if you needs more information on this