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1. Search for your Contact open their Contact Card

 

2. Click Add a Meeting action icon

3. Enter Meeting Time, Headline, Description, Responsible Staff, Set SMS reminder and assign related properties (if applicable)

4. Click Save

 

The meeting will be added to your Agentbox calendar/schedule and a notification email will be sent to the assigned staff.

You may also be interested in How do I sync my contacts, tasks and meetings to my smart phone and/or Outlook?