Add a Meeting with a Contact

Add a Meeting to a Contact

This article runs through how to add a meeting to a contact in Reapit Sales.

1. Search for your Contact open their Contact Card.

2. Click Add a Meeting action icon.

3. Enter Meeting Time, Headline, Description, Responsible Staff, Set SMS reminder and assign related properties (if applicable).

4. Click Save.

The meeting will be added to your Reapit Sales calendar/reminders and a notification email will be sent to the assigned staff.