When a meeting is finished, click on the three dots in the upper right corner - next to Meeting info - and choose Mark as done.

To create a meeting report, click the three dots again and select Create meeting report:


When you use our MOVE or BOOST package, time tracking will be added when marking the meeting as done. In this screen, you can directly activate the slider Add report to create a meeting report:

You can choose to save the meeting report on the detailpage of the linked customer, or on the detailpage of the contact(s) that attended the meeting.

If this was an internal meeting, you will have to specify where the report should be saved.