Hi,
We use renamed "meetings" to "meetings and events" and essentially also use to track participation to and contact/leads linked to an event (e.g. a conference).
When we meet and create contact there, we can add them to the event, so that on the page of the meeting, you can see all the people we have met.
But, when going to the contact page, you actually do not see the meeting listed on the right side.
When I try to log an activity/past meeting, I can only create a new meeting specific to that contact.
Is there now way to link or make sure that an existing meeting can appear on a contact page?
I hope that's clear,
Thanks,
We use renamed "meetings" to "meetings and events" and essentially also use to track participation to and contact/leads linked to an event (e.g. a conference).
When we meet and create contact there, we can add them to the event, so that on the page of the meeting, you can see all the people we have met.
But, when going to the contact page, you actually do not see the meeting listed on the right side.
When I try to log an activity/past meeting, I can only create a new meeting specific to that contact.
Is there now way to link or make sure that an existing meeting can appear on a contact page?
I hope that's clear,
Thanks,
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