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Download CiviCRM Administrator User Manual
Transcript
15. Member Management 15.1 Schedule a meeting 1. Login 2. Search for contacts you want to meet with as described in “5.5 Search for a member.” 3. Click on the name of the contact you wish to set up a meeting with. 4. Click the ‘Schedule a Meeting’ link in their profile summary. 5. Fill in the appropriate information in the following screen: 6. Click the ‘Save’ button. 41
