When a meeting is finished, click on the arrow at the top of the page - next to Meeting info - and choose Mark as done.
There are now two options to create a meeting report:
- Choose 'Add report' in the following screen
- Just save the timetracking for the meeting without creating a report. You can create the meeting report later by clicking on the arrow next to Meeting info and selecting “Create meeting report”.
The meeting report is then saved on the detailpage of the contact that attended the meeting.
If this was an internal meeting and only colleagues attended, you will have to specify where the report should be saved.