Add a Call/Meeting to the overall CRM section by selecting the CRM Module on the top of your screen.
You can also add a Call/Meeting to a Project by selecting the Calendar icon for that Project on the Pipeline. This will direct you to the CRM section of this Project.
Select the Call/Meeting option above the CRM Project Overview and populate the required fields.
Add a Tag or attach a file to the Call/Meeting (optional).
You can manually tag the Call/Meeting to link it to a Project. If the Call/Meeting was posted directly to a Project, it will automatically tag that Project.
Hit Create when completed.
Edit or delete your Call/Meeting afterwards by selecting Edit or selecting the Trash Can at the bottom right corner of that Call/Meeting.
