Setting Up a Meeting

Use the Meetings subviews of the Activities screen to manage information about activities, speakers, and invitees associated with meetings. Meetings themselves are activities that appear in the My Activities view.

Note: A MedEd event is similar to a meeting activity, but offers planning, budgeting, and cost aggregation functionality. MedEd activities are only associated with the separate Siebel MedEd module. For more information, see Managing Pharma Medical Education Events.

Setting up a meeting involves the following steps:

• Create a new meeting record. For more information, see Creating a Meeting.

  Note: Users can also create a meeting by clicking the New Meeting button in the Activities list of the My Activities view.

• Create activities for the meeting. For more information, see Creating a Meeting Activity.

• Add speakers for the meeting. For more information, see Adding a Meeting Speaker.

• Add invitees for the meeting. For more information, see Adding a Meeting Invitee.

This task is a step in Process of Planning Calls.