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Meeting
Welcome to the Meetings Tutorial Series! In this series, we’ll guide you through everything you need to know to efficiently manage and optimize your meetings. From understanding the layout and features of the Meeting Page to creating and customizing different meeting types, this tutorial is your go-to resource.
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Working with Meetings

Introduction:

This tutorial explains the features you can use within a meeting to ensure productive discussions and outcomes.
Discover how to customize and make the most out of every meeting.

What You’ll Learn:

1. Navigating the meeting page after creating a meeting.

2. Understanding the Left Panel and Right Panel for meeting details.

3. Adding sections like:

- Agenda and Action Items for planning.
- Notepad for note-taking.
- Pulse for attendee feedback.
- OKRs and KPIs for performance tracking.

4. Using Salesforce Object Sections to integrate accounts, opportunities, and more.

5. Managing items manually or with filters to tailor the meeting experience.

Create Meeting Page Details & Meeting Types

Meeting