Meeting Dropdown And Columns
Meeting Bucket Dropdown 1.1 What This Dropdown Does This dropdown switches between different meeting buckets without applying filters.
1.2 Available Options Log Meetings (344) Shows:
Only meetings that are already logged (past meetings).
Follow Up Meetings (32) Shows:
Meetings that are scheduled for the future as follow-ups.
Cancel Meetings (0) Shows:
Meetings that were scheduled earlier but later cancelled.
All Meetings (376) Shows:
Logged + follow-up + cancelled meetings together.
Meeting Table Columns Each row represents one meeting record.
2.1 Subject Meeting title. Examples:
Demo Session Demo Done Demo Meeting
Helps identify the purpose quickly.
2.2 Parent Shows which module the meeting belongs to:
Lead → meeting related to a lead Deal → meeting related to a deal or opportunity
2.3 Linked To The specific person or deal connected to the meeting. Examples:
Ahmadzahir Amiri Sumit Client
2.4 Start Time When the meeting started.
2.5 Link Meeting link (Zoom / Google Meet / Teams, etc.) If blank:
Likely an offline or physical meeting Or the link was not added
2.6 End Time When the meeting ended.
2.7 Duration Auto-calculated (End Time − Start Time) Helps managers understand time spent.
2.8 Date Meeting date.
2.9 Summary Short notes describing what happened. Example: “Showed product demo and discussed pricing.”
2.10 Attendees Internal participants involved in the meeting.
2.11 Created By The user who originally logged or scheduled the meeting.
2.12 Updated By The user who last edited the meeting entry.
2.13 Row Action Menu (⋯) Opens actions such as View, Edit, Delete.
List View
Navigation Path: Sales Module → Activity → Meeting
Customize Columns Panel 2.1 What It Is Click Customize Columns to open:
“Customize Columns 13/13”
2.2 What You Can Do
Turn columns ON or OFF Adjust the table view to match what the user needs
Examples:
Hide Updated At if not needed Show Attendees if team tracking is required
2.3 Reset to Default Restores the system default column layout. Useful if the layout gets changed unintentionally.
Log Meeting & Follow-up Meeting 3.1 Log a Meeting (Past Meeting Entry) Use this form when the meeting has already happened and needs to be recorded Navigation Path: Sales Module → Activity → Meeting → Click on Meeting Log
Subject * Title of the meeting.
Examples:
Demo Session Client Introduction Meeting Final Discussion
Why it matters:
Identifies the meeting in list view Appears in Lead or Deal activity timeline Used in reports
Mandatory field.
Parent and Linked To * Dropdown (Lead / Deal, etc.)
Defines:
Where the meeting belongs Which record timeline it appears under Reporting and analytics impact
Behavior:
Parent = Lead → appears in that Lead’s activity tab Parent = Deal → appears in that Deal’s activity tab
Link (Optional) Used to store:
Zoom link Google Meet link Teams link Any meeting URL
If blank: Treated as offline or physical meeting (or link not provided).
Date * Date the meeting happened.
Used in:
Reports Timeline history Performance tracking
Start Time (Recommended) Meeting start time. Useful for productivity and time tracking reports.
End Time * Meeting end time. Helps verify time spent and track efficiency.
Duration * Format: HH:MM:SS
If duration is entered, the system may calculate End Time. If End Time is entered, the system may calculate duration.
Mandatory field.
Summary (0/500) Short notes on what happened.
Example: “Client interested in annual subscription. Needs internal approval.”
Appears in:
Meeting list summary column Activity timeline Manager view
Attendees Select internal users who attended. Used for:
Collaboration tracking Accountability Reporting (meetings attended per user)
Attachment (Upload File) You can upload:
Meeting recording MOM file Supporting documents
Stored against the meeting record.
Follow Up Button (Inside Log Meeting) Allows immediate scheduling of the next activity:
Helps prevent lead leakage.
3.2 Follow Up a Meeting (Future Scheduled Entry) Used to schedule a future meeting. It does not log a past meeting. Navigation Path: Sales Module → Activity → Meeting → Click on Follow Up
Subject * Title of the upcoming meeting.
Example: “Final Pricing Discussion”
Parent and Linked To * Same logic as Log Meeting.
Defines:
Which lead or deal the follow-up belongs to Where it will appear
Link (Optional) Add Zoom or Meet link if applicable. If blank, it is assumed to be offline.
Date * Future meeting date. Mandatory.
Time * Exact meeting time. Used for reminders. Mandatory.
Remind Me Before Examples:
0 minutes 15 minutes 30 minutes 1 hour
System may trigger:
In-app notification Mobile push notification (if integrated)
Description (0/500) Details of what needs to be discussed. Helps the user prepare before the meeting.
Table Actions Assign internal participants. Ensures:
Participants are notified Responsibility is clear
4.1 View Opens meeting details in view-only mode
Useful for checking:
Notes Date Attendees Timing
4.2 Edit Opens the meeting in edit mode.
Allows updates to:
Subject Timing Link Notes Attendees Other fields (based on setup)
4.3 Delete Deletes the meeting record. Typically restricted by role and permission.
Top Actions
3.1 Search Subject Shortcut Key: Ctrl + K Type keywords like:
Demo Follow up Client name
The list filters by meeting subjects.
3.2 Filter Icon Navigation Path: Sales Module → Activity → Meeting → Click on Filter Icon
Open the filter panel (right sidebar). Used to narrow down meetings based on selected fields.
3.3 Follow Up Button Navigation Path: Sales Module → Activity → Meeting → Click on Follow Up
Used to:
Schedule a future meeting follow-up (creates a follow-up entry).
3.4 Meeting Log Button Navigation Path: Sales Module → Activity → Meeting → Click on Meeting Log
Used to:
Log a meeting that has already happened (creates a past meeting entry).
List View
Navigation Path: Sales Module → Activity → Meeting
1.1 Purpose of This Screen This screen shows all meeting records in a table format so users can quickly track:
Who met whom When the meeting happened Duration Outcome and notes Who logged it
Introduction
The Meeting Module in WORTAL CRM enables efficient planning, logging, and tracking of meetings associated with Leads, Person, Organization and Deals. It allows users to schedule meetings, capture detailed information such as subject, date, time, attendees, and summaries, as well as attach relevant documents. The module also supports setting follow-ups to ensure timely engagement and continuity. All meeting records are systematically linked to their respective Leads, Person, Organization and Deals, ensuring complete visibility, better coordination, and streamlined communication throughout the sales process.
Call Types & Business Logic Flow
Difference Between Log Call and Follow Up Call Log Call
Past activity Has duration Records what happened Impacts productivity metrics Can attach recording
Follow Up Call
Future scheduled activity Has reminder Schedules what will happen Impacts upcoming tasks Typically cannot attach recording
Business Logic Flow (Example) Call logged → Response = Not Answering User clicks Follow Up Follow-up scheduled for tomorrow System reminds the user Next day, the user logs a new call
Outcome: No lead or deal follow-up is forgotten.
Log Call and Follow-up Flow
1.1 Log a Call (Completed Activity) Navigation Path: Sales Module → Activity → Call → Click on Call Log
Use this when the call is already completed and you want to add its details in the system
Parent and Linked To * Dropdown (Lead / Deal / Cold / etc.) Defines:
Which module the call belongs to Where it appears (Lead timeline or Deal timeline) Which reports it impacts
Example: Parent = Lead → visible in Lead Activities
Contact Number Enter or select the phone number. Used for:
Identifying the contact Tracking communication history
If a matching contact exists, it may auto-link.
Direction and Response * Two key fields:
Direction
Defines who initiated the call.
Response Outcome examples:
Interested Not Answering Call Later CNR Held
This affects:
Follow-up decisions Reporting metrics
Date * Date the call occurred.
Start Time Time the call started. (Optional depending on configuration.)
End Time * Time the call ended. System may auto-calculate this depending on duration rules.
Duration * Format: HH:MM:SS Used for:
Productivity tracking Call quality analysis
Summary (0/500) Short note about the conversation.
Example: “Client asked for pricing details.”
Appears in:
Call list Summary column Lead or Deal activity timeline
Attendees Used when multiple users were involved. Useful for:
Collaboration and accountability tracking
Attachment (Upload Audio File) Upload call recording. Useful when:
Dialer integration exists Recording is fetched automatically Manual recording upload
Stored against the activity record.
Follow Up Button (Inside Log Call) Used to immediately schedule the next activity based on this call. Options can include:
Purpose: Reduces the chance of missed follow-ups.
1.2 Follow Up a Call (Scheduled Future Activity) This is not a completed call. It is a future scheduled follow-up.
Subject * Example: “Call for Pricing Confirmation”
Parent and Linked To * Same as Log Call. Defines where the follow-up will appear.
Date * Future follow-up date.
Time * Scheduled time. Used for reminder notifications.
Remind Me Before Examples:
0 minutes 15 minutes 30 minutes 1 hour
System may trigger:
In-app reminders Mobile push notifications (if enabled)
Description (0/500) Details about what needs to be discussed.
Attendees Assign responsible users who will be part of the call.
Used for:
Work allocation and team management
Practical Call Usage And Example Scenario
Practical Call Usage
1.1 For Managers
Monitor calling discipline across the team Check daily call volume Identify low-engagement leads Track missed calls and patterns
1.2 For Sales Team
Review past call history before calling again Track upcoming follow-ups Plan the next follow-up action Log missed interactions properly
1.3 What Owners Can Measure
Total calls per day Outgoing vs incoming ratio Average call duration Response effectiveness Team performance
Example Scenario Salesperson calls a client → Client does not answer → Call is logged with response “No Response” → Duration = 6 seconds
Manager reviews the call list → Sees multiple short calls → Understands engagement is low → Plans a strategy change
Category Dropdown
1.1 What Is This Dropdown? This dropdown filters calls by activity type and status (completed vs scheduled vs cancelled).
1.2 Available Options 1) Log Calls (7)
Shows:
Only completed call logs Calls that already happened Incoming, outgoing, and missed calls
This is usually the default operational view.
2) Follow Up Calls (0)
Shows:
Scheduled future calls Planned calls that are not completed Calls created via the Follow Up flow
Used for:
Checking upcoming calls Managing pending follow-ups
If count is 0, there are no scheduled calls.
3) Cancel Calls (0)
Shows:
Calls that were scheduled but later cancelled Activities marked as cancelled
Useful for:
Monitoring dropped follow-ups Reviewing potential missed opportunities
4) All Calls (7)
Shows:
Log calls Follow-up calls Cancelled calls (All combined)
Best for:
Detail Behavior
When user click on a row
Navigation Path: Sales Module → Activity → Call → Click on Subject
1.1 What Happens When You Click a Subject?
Typically:
Opens an activity detail sidebar Shows full call details
