Manage your meetings with accessplanit

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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.

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The benefits of using accessplanit Meetings

1.

Record your meetings

Create new meeting records within accessplanit to keep all of your meeting notes in one place

2.

Link Meetings to Opportunities

Keep tabs on  how your opportunities are progressing by linking them to meetings

3.

Create Tasks For Meetings

Never lose track of your to-dos again by assigning tasks for your meetings

4.

Store your communications 

Keep a record of all your meeting-related communications by storing them against the associated meeting

5.

Track attendees

Tracking who attends your meetings is easy with the Attendees tab.

6.

Add your files

Got important documents relating to a meeting? Upload it to the meeting's file store.