To create a meeting inside a deal in Taskip, follow these steps:

1. Navigate to the Deal #

• Go to the Sales Pipeline and click on the specific deal where you want to add a meeting. This will open the deal’s detailed view.

2. Access the Meetings Tab #

• In the deal view, click on the Meetings tab, which is located next to Notes, Tasks, and Activity.

3. Create a New Meeting #

• Click the + Create Meeting button located at the top-right corner of the meeting section.

4. Fill in Meeting Details #

• A pop-up will appear to create a new meeting. You will need to fill in the following details:
  • Meeting Title: Enter a title for the meeting, such as “Call to discuss project.”
  • Meeting Description: Add any relevant details, such as the agenda or purpose of the meeting.
  • Meeting Host: Select the person who will host the meeting.
  • Meeting Priority: Set the priority for the meeting (Low, Medium, High).
  • Meeting Duration: Choose the duration for the meeting (e.g., 15 minutes, 30 minutes, or 1 hour).
  • Meeting Via: Select the platform for the meeting (e.g., Google Meet, Phone call, In Person).
  • Google Meet Account: Choose the Google Meet account from which the meeting will be hosted if meeting via is google meet.
  • Phone number: Add the phone number if meeting via set to phone call.
  • Location: enter location if the meeting via set to in person meeting.
  • Select Date: Choose the date for the meeting.
  • From and To: Set the start and end time for the meeting.
  • Notify Client: Toggle the option to notify the client about the meeting (optional).

5. Save the Meeting #

• Once all details are filled in, click Save to schedule and save the meeting.

Insight: #

Creating meetings within a deal ensures that all stakeholders have clear visibility of upcoming discussions and their context. It also helps in maintaining organized communication and ensuring that the right people are prepared and notified about the meeting.