Salesperson logs a demo meeting
Summary indicates: client wants final discussion
User clicks Follow Up
Follow-up meeting is scheduled for Friday
System reminds participants before the meeting
Outcome:
Structured follow-up and smoother pipeline movement
Log Meetings (344)
Shows:
Follow Up Meetings (32)
Shows:
Cancel Meetings (0)
Shows:
All Meetings (376)
Shows:
Each row represents one meeting record.
2.1 Subject
Meeting title.
Examples:
Helps identify the purpose quickly.
2.2 Parent
Shows which module the meeting belongs to:
2.3 Linked To
The specific person or deal connected to the meeting.
Examples:
2.4 Start Time
When the meeting started.
2.5 Link
Meeting link (Zoom / Google Meet / Teams, etc.)
If blank:
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.
Navigation Path:
Sales Module → Activity → Meeting
2.1 What It Is
Click Customize Columns to open:
“Customize Columns 13/13”
2.2 What You Can Do
Examples:
2.3 Reset to Default
Restores the system default column layout.
Useful if the layout gets changed unintentionally.
Navigation Path:
Sales Module → Activity → Meeting → Click on Meeting Log
Subject *
Title of the meeting.
Examples:
Why it matters:
Mandatory field.
Parent and Linked To *
Dropdown (Lead / Deal, etc.)
Defines:
Behavior:
Link (Optional)
Used to store:
If blank:
Treated as offline or physical meeting (or link not provided).
Date *
Date the meeting happened.
Used in:
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:
Attendees
Select internal users who attended.
Used for:
Attachment (Upload File)
You can upload:
Stored against the meeting record.
Follow Up Button (Inside Log Meeting)
Allows immediate scheduling of the next activity:
Helps prevent lead leakage.
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:
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:
System may trigger:
Description (0/500)
Details of what needs to be discussed.
Helps the user prepare before the meeting.
Assign internal participants.
Ensures:
4.1 View
Opens meeting details in view-only mode
Useful for checking:
4.2 Edit
Opens the meeting in edit mode.
Allows updates to:
4.3 Delete
Deletes the meeting record.
Typically restricted by role and permission.
Shortcut Key: Ctrl + K
Type keywords like:
The list filters by meeting subjects.
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.
Navigation Path:
Sales Module → Activity → Meeting → Click on Follow Up
Used to:
Navigation Path:
Sales Module → Activity → Meeting → Click on Meeting Log
Used to:
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:
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 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.
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:
Example:
Parent = Lead → visible in Lead Activities
Contact Number
Enter or select the phone number.
Used for:
If a matching contact exists, it may auto-link.
Direction and Response *
Two key fields:
Direction
Defines who initiated the call.
Response
Outcome examples:
This affects:
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:
Summary (0/500)
Short note about the conversation.
Example:
“Client asked for pricing details.”
Appears in:
Attendees
Used when multiple users were involved.
Useful for:
Attachment (Upload Audio File)
Upload call recording.
Useful when:
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:
System may trigger:
Description (0/500)
Details about what needs to be discussed.
Attendees
Assign responsible users who will be part of the call.
Used for:
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
This dropdown filters calls by activity type and status (completed vs scheduled vs cancelled).
1) Log Calls (7)
Shows:
This is usually the default operational view.
2) Follow Up Calls (0)
Shows:
Used for:
If count is 0, there are no scheduled calls.
3) Cancel Calls (0)
Shows:
Useful for:
4) All Calls (7)
Shows:
Best for: