Custom Meeting Locations

Manage your business anytime, anywhere.

Utilize custom meeting locations 
if you have frequent locations where you have meetings, such as 'Main Office' or 'Meeting Room #1’
. These locations will be provided as your 'default' drop-down list of locations.

Using this guide, you can:


Create a New Custom Meeting Location

Add custom meeting locations to your activities whenever you set up a meeting. Easily let the rest of your team know where to meet by choosing the right location from your preset drop-down menu.

To create a new custom location:

  1. Click on the Settings button at the bottom of the left-hand side menu.

  2. Select Activities & E-mails and then select Custom Locations

    Custom Locations 2 

  3. Select Add Location to add a new location.

    Add Location 2 

  4. Enter the Name of the Location and click Save.



Edit a Location

From the list of Custom Locations, simply click the name of the location you wish to edit. Once you've made the changes, click Save.


Delete a Location

To remove a Custom Meeting Location simply click the Recycle Bin icon beside the name of the location.

Custom Locations Trashcan

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