Meetings

Meetings are in-person or virtual appointments with a group of attendees. Use a meeting to:

• Track appointments
• Capture meeting decisions and notes
• Schedule new appointments

To facilitate scheduling a meeting, you can sync the MS Outlook calendar with the CPQ application through the API.

View all the linked meetings on an object's Activities tab.

Create a meeting

1. From the application left navigation area, select Activities.
2. On the All Meetings tab, select .
3. Enter information or make selections to define the meeting:
   • Name—Enter a name for the meeting.
   • Start Date / Time—Set the date and time for when the meeting should start.
   • End Date / Time—Set the date and time for when the meeting should end.
   • All Day Event—Set the switch to YES if it is an all day event.
   • Priority—Default value is Medium.
   • Status—Default value is New.
   • Account—Select appropriate account to link to this meeting.
   • Related To—Select appropriate opportunity or quote to link to this meeting.
   • Participants—Select to add participants to the meeting.
   • Attachments—Add relevant files.
   • Description—Enter a task description or any additional information.
4. Select Create.

Configure meetings

By default, meetings have the following characteristics when created:

• Priority—Set to Medium.
• Status—Set to New.

Meeting category

1. From the application left navigation area, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Select Activity Meeting Category.
4. Create new or edit an existing meeting category.
5. Select Save.

Meeting status

To check available meeting statuses:

1. From the application left navigation area, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Select Activity Meeting Status.

Meetings have the following default statuses available:

• 10—New
• 20—Sent
• 30—Cancelled

Multi-language support for meeting labels

To localize the meeting status labels, perform the following steps:

1. From the application left navigation area, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Select Activity Meeting Status.
4. Select the appropriate status, then select the Localization tab.
5. Define translations for the status labels.
6. Select Save.