Overview
The Meetings module in a CRM system manages and tracks customer interactions and follow-up tasks, including scheduling appointments, calls, and emails, as well as assigning tasks. It offers a centralized platform for organizing customer interactions and ensuring timely follow-ups. Integrated with other CRM features, the Meetings module helps manage customer relationships and improve customer satisfaction.
Note
The Meetings object is object number 6. To learn about object numbers, click here.