When a meeting is finished, click on the three dots in the upper right corner - 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 three dots once again and selecting “Create meeting report”.
You can choose to save the meeting report on the detailpage of the linked customer, or on the detailpage of the contact(s) that attended the meeting.
If this was an internal meeting, you will have to specify where the report should be saved.