(A) Communication status is used to categorize a new request. This information can be modified in General Preferences.

The next step in the process is to schedule a meeting with the customer.

(A) Click on the arrow in the next actions for the first option.

(B) Go to the Dating tab for the second option.

Press the New Meeting button (A) and the window below will appear.

(A) Add a title to your event.

(B) Indicate which employees will be attending. It is possible to view the agenda of your colleagues if they have been added via the e-mail link.

(C) Enter the meeting date and start time. It is possible to modify the duration of the meeting.

(D) Choose the duration of the meeting.

(E) Write a description to capture the information related to the meeting.

Please note that an e-mail confirming the meeting will be sent to the project customer and the employees concerned.