Meeting is a type of activity in Robosme where face-to-face or online meetings with leads, companies, contacts, and business processes are planned and tracked. Each meeting is treated not just as a calendar entry, but as part of the relevant business process.

Meeting records can be associated with sales, case, and campaign processes. This way, the business context in which a meeting takes place is clearly tracked. If needed, a sale or case record can be created from a meeting record.

Notes, decisions made, and additional documents related to the meeting are kept on the meeting record. This way, there is no information loss after the meeting and a shared memory is created within the team.

Participant Management

Meeting participants can consist of users, contacts, companies, and leads. Email addresses in meeting records are matched with existing records in the system.

If an email address matches multiple records or does not match any, the user determines which record the participant belongs to. Through the participant resolution screen, an existing record can be selected or a new record can be created and assigned as a meeting participant.

Recurring Meetings

Meetings can be planned as one-time or recurring. For recurring meetings:

• Recurrence periods and date ranges can be defined
• Recurrence pattern can be updated later if needed
• When deleting recurring records, you can choose to preserve past meetings or delete all records

In recurring meetings, basic information such as subject and details can be updated. Participant changes are managed through the main recurring record.

Cloning and Status Management

An existing meeting record can be duplicated with the Clone action. The start and end time of the cloned meeting is automatically assigned to the nearest time slot to the transaction date and time. When cloning from an active meeting, the existing record can also be closed.

Meeting records can be set to Completed status during or after creation. During this process, satisfaction or outcome evaluation related to the meeting can be entered. This way, not only the planning but also the outcome of the meeting is recorded.