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Meeting Management In ERPNext
The ERPNext for Meeting Management app enables users to manage meeting discussions, action items, and expenses in a structured and consistent format. All meeting summaries and notes are saved under the scheduled meeting and are automatically logged in the history of related Lead, Opportunity, or Customer documents. A video tutorial is provided to guide users through the process of creating a meeting note.
What does the App do
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This app simplifies ERPNext meeting scheduling by allowing you to plan meetings and directly add notes within Lead, Opportunity, and Customer DocTypes in ERPNext.
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It integrates seamlessly into ERPNext without requiring external tools or complicated setups.
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You can view the number of meetings linked to a specific Lead, Opportunity, or Customer in the Connection (Dashboard) section—making it easier to track meeting summary ERPNext history.
How to use ERPNext Meeting Scheduling
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Previously, you might have relied on external calendars like Email or Google Calendar to schedule meetings with Leads, Opportunities, or Customers.
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Drafting emails manually often led to inconsistent formats and missed details for meeting invites.
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With this app, ERPNext meeting scheduling becomes smooth and unified send invites and manage meetings from a single ERP platform.
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Each scheduled meeting is automatically linked and visible in the history of the respective Lead, Opportunity, or Customer document.
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Quick video tutorial to understand the Meeting Schedule document process:
How to use Meeting Notes
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Traditionally, meeting notes were maintained in Word or Excel, which lacked standardization and tracking.
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This outdated method often made it hard to maintain consistency or trace action items later.
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With the ERPNext Meeting Notes feature, you can now document discussions, assign actionable items, and even log expenses all in one place.
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These notes are directly linked to your scheduled meetings and associated with Leads, Opportunities, or Customer records.
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Each meeting summary in ERPNext is stored in the document’s history for easy future reference.
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Quick Video to understand the Meeting Note (Create Meeting) Document Process:
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