Working with Meetings in Zoho CRM Android app
Meetings are an integral part of any business, whether it is with your team, customers, or prospects. The meetings module in Zoho CRM helps you keep these interactions well organized and associated with the right record, so you never lose context.
Here is what you can do with meetings in the app:
- Create new meetings
- Select the meeting venue (Online, In-Office or Client Location)
- Add participants
- Choose your preferred online meeting provider
- Check-in at client location meetings.
To create a meeting
- Go to Meetings module.
- Select the date.
- Tap the Plus icon (
) to create a new meeting.
- Enter the required details:TitleMeeting VenueStart Date & TimeEnd Date & TimeHostParticipants and any other relevant information.
- Tap the
icon to save.
Info
- For online meetings, your preferred provider (e.g., Zoho Meeting, Zoom) must be added in Meeting Preferences from Zoho CRM web. Refer to this document for more info.
- You can also create new meetings from the Calendar module.
- Location can be specified only if the Meeting Venue is set to In-Office or Client Location.
- Meeting start time must be in the future (after the current date and time).
- Online meetings created can be initiated from the meeting record.
To edit a meeting record
- Go to the Meetings module or Calendar.
- Open the meeting you want to edit.
- Tap the Edit icon (
).
- Make the necessary changes.
- Tap the
icon to save.
You cannot edit a meeting once its start time has begun.
To delete a meeting
- Go to the Meetings module or Calendar.
- Open the meeting you want to delete.
- Tap on More icon (
)> Delete.
- Confirm Yes.
Check-in to a meeting
Check-in logs your physical presence at a meeting location, such as your office or a client's business premises. It helps you maintain an accurate record of when and where the meeting took place.
To check-in to a meeting
- Go to the Meetings module or Calendar.
- Tap on check-in icon (
) next to the meeting.
- Your check-in time and location will be automatically added to the meeting notes.
Info:
- Check-in is only available for Client Location meetings.
- Location access must be enabled on your device to check-in.
Setting up reminders for meetings
You can set reminders for your meetings to get notified before they start. This ensures that you don't miss or forget any important discussions.
To set a meeting reminder
- Open the meeting record.
- Scroll down to Reminder.
- Select your preferred reminder time (e.g., 5 minutes before, 1 hour before).
- Tap the
icon to save.
- You can add a reminder while creating or editing a meeting.
- You can also select multiple reminders for a meeting.
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