How do I set reminders for meetings?

1. Go to the  Meetings  tab.

2. Click on the meeting you want to set reminders for.

3. Click  Edit  on the  Meetings   Details  page.
   

4. In the  Meeting   Information  pop-up, choose how long before the meeting starts you want to be alerted in the  Reminder  dropdown.
   

5. Click  Save . After creating a meeting, you can invite users, leads, or contacts by clicking  Add Invitees .
   
   

How do I close a meeting so that it does not appear in the Open Meetings list?

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How do I add participants to a meeting?

1. Go to the  Meetings  tab
   
2. Select the meeting you want to add participants to from the  Meetings  home page.
   
3. Click  Add  in the Participants section of the  Meeting Details  page.
   
4. Select the check boxes of the users you want to invite.  You can select users from the  Leads, Contacts, Users,  and  Groups  dropdowns to invite to the meeting.
5. Click  Add.  The users will be invited to the meeting.

Note:

1. If an email reminder is set for the meeting, both the meeting owner and the participants will get reminders.
   
2. If a pop-up reminder is set for the meeting, both the meeting owner and the participants who are users in your CRM account will get pop-up reminders.
   

What types of notifications can I set up while creating a meeting?

• Alert through Email : Select this option to receive reminders for your tasks or meetings through email.
  

• Alert through Pop-up : Select this option to receive pop-up reminders for your tasks or meetings.
  

How will I be notified when a meeting is assigned to me?

1. Click  Calendar.
   

2. Choose a view: Day, Week, or Month.
   

3. Click  Preferences.
   
   

4. S elect the  Notify me when a meeting is assigned to me  checkbox in the  Notifications  section of the  Preferences  pop-up.
   
   
5. Click  Save.
   

How do I edit a meeting?

1. Go to the  Meetings  module.
   
2. Select the desired meeting and click the  Edit  icon.
   
3. Enter the necessary details.
   

How do I delete or cancel a meeting in Zoho CRM?

1. Go to the desired meeting you want to cancel.
   
2. Click on the ellipses button  (...)  on the  Meeting Details  page.
   
3. Click  Cancel  and a pop-up will appear asking if you want the meeting cancellation notification to be sent to the participants. Choose  Send  or  Do Not Send.

Cancel button will be displayed only if the invitation email has been sent.

1. Go to the meeting you want to delete.
   
2. Click the ellipses button  (...)  on the meeting's details page.
   
3. Click  Delete . A pop-up will appear asking if you are sure to delete the meeting. Click  Delete .
   

1. Go to the  Meetings  module.
   
2. Select the meetings you want to delete by clicking their checkboxes.
   
3. Click  Actions  and select  Delete .
   
4. A pop-up asking for confirmation to delete will appear, click  Delete .