Creating a Meeting

The following procedure shows you how to create a meeting.

To create a meeting

1. Navigate to the Activities screen, then the Activity List view.

2. In the Activities list, click New Meeting.

3. In the Meetings form, complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	The account associated with this meeting. Select an account from the Pick Account dialog box. The Location and Site fields are automatically filled based on the account you specify.
   Cost	The application calculates this field based on costs entered for meeting activities. For more information, see Creating a Meeting Activity. The application calculates this field when you click the Distribute Costs button in the Meeting Invitees view and updates it each time you click the Distribute Costs button again. For more information, see Adding a Meeting Invitee.
   Start Date	The application automatically populates this field with the date and time that the record was created. If needed, make additional changes.
   Status	This field is hard-coded so that its value cannot be set to Submitted to avoid interference with other activity types, such as contact calls and account calls that are based on the same class of Siebel business components.