Schedule and manage all of your meetings
Keep track of your internal and external meetings within accessplanit
The Meetings module allows you to schedule and manage all of your meetings within the accessplanit system. The Meetings module allows you to add attendees, map meetings to courses or opportunities, and link communications and tasks to your meetings.
The benefits of using accessplanit Meetings
Record your meetings
Create new meeting records within accessplanit to keep all of your meeting notes in one place
Link Meetings to Opportunities
Keep tabs on how your opportunities are progressing by linking them to meetings
Create Tasks For Meetings
Never lose track of your to-dos again by assigning tasks for your meetings
Store your communications
Keep a record of all your meeting-related communications by storing them against the associated meeting
Tracking who attends your meetings is easy with the Attendees tab.
Add your files
Got important documents relating to a meeting? Upload it to the meeting's file store.