5 Using Total Enterprise CRM > 5.3 Marketing > How do you work with marketing? > Schedule

A 'meeting' is like a Microsoft Outlook meeting – it has a place, attendees, recurrence schedules and a description. They can be linked to people, contacts or marketing campaigns, as well as linking easily with other activities.

Meetings appear in the calendar, and can be synchronised with Microsoft Outlook and PDAs.

To schedule a new meeting with a company or contact, follow these steps.

Step 1: Select Schedule meeting

Click the Marketing tab located on the ribbon.

Select Schedule meeting in the Schedule group.

Step 2: Complete the form

Tabs for meeting

The 'Meeting' form contains all relevant information broken down into several tabs. These tabs are located in the upper panel and include:

•	general information - general information such as subject, description, and the company or contact whom you are calling

•	phone numbers - the telephone numbers you need.

Note:

The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.

Interaction-history for meeting

At the bottom of the screen is a set of tables containing related records (only one type of records is present in one column). This table is called a 'grid'. This grid shows you the main details of the record ie who created it, when it was created, and its subject. To edit any record, double-click the record in the grid.

The grid located in the bottom panel stores the interaction-history, broken down into tabs. These tabs include contacts, attendees and notes associated with this meeting.

Note:

There are two ways to use additional options under a grid:

•	Right-click inside the grid and choose the desired option from the context menu.

•	Click anywhere inside the grid and choose an available option from the Quick-access toolbar above the ribbon.

More actions for meeting

Controls on the ribbon allow you to carry out the following actions on the selected meeting:

-	How do you add a note or attachment?

-	How do you add a contact?

-	How do you add a task or attachment?

-	How do you schedule a call?

-	How do you merge email?

-	How do you merge fax?

-	How do you merge SMS?

-	How do you assign a tag to this meeting?

Although some of these actions describe company, the same techniques can be applied to meeting.

Note:

Since these options are on the meeting screen, the system assumes that if you create a note, project, email or any other action from this screen it is automatically related to the previously selected instance. This is consistent throughout the system to reduce unnecessary data entry.

Step 3: Save your data

When you have finished entering all your data, save it by choosing one of these options on the ribbon:

•	Save and close: saves everything entered so far and closes the form.

•	Save and new: saves everything entered so far and re-opens a blank form for another entry.