How to create Meeting?

 

Creating a Meeting with AntMyERP

AntMyERP makes it easy to schedule, manage and track both internal and customer meetings within the system.

To create a meeting first click on the Meeting icon from the main dashboard. You’ll see a list of all previously created meetings. To add a new one first click the plus icon on the right side. The meeting form will open.

Start by selecting Meeting With then choose whether it’s an internal meeting or one with a customer. If it’s with a customer, enter the customer’s name and add the external participants from their team. Next, invite your internal users who will attend the meeting. Multiple team members can be added.

Specify who is organizing the meeting, the start and end time and the location. You can also add your senior to the watch list for visibility.

If the meeting is related to an existing service ticket or sales lead, enter its number in the linked field. Add a meeting title and specify the purpose like a demo or discussion. If it’s a demo meeting, tick the demo checkbox. Then, choose whether the meeting is online or on site. For online meetings, add the meeting link.

Once the meeting takes place, you can create Minutes of Meeting (MOM) directly from the meeting ticket. Click on MOM, then plus to add details of the discussion and outcomes similar to creating a task ticket. The MOM can be downloaded and shared via email.

A meeting ticket remains open until its MOM is closed. Every recorded meeting automatically updates the timesheet allowing management to track how each employee’s time is utilized.

With AntMyERP, scheduling and documenting meetings is streamlined, transparent, and fully integrated with your daily operations.