Meeting Type Customization

This article will guide you on how to customize the meeting type in Recruit CRM.

Avipsa Lakhanpal avatar
Written by Avipsa Lakhanpal
Updated over a week ago

You can create custom meeting types to tailor Recruit CRM to your way of work. You can do this by adding a customized meeting type to tag a meeting and make it easier for you and your team to identify or categorize them.

Important Note: Only users with access to the admin panel on the Business plan or Account owners and users with the "Admin" role on the Pro plan can perform this action.

You have to follow these simple steps to customize your "Meeting Type":

1. Go to Admin Settings > Click on Meeting Type Customization under CRM Process Customization.

2. Click on the "Customize" button.

3. Click on Add New Status and a name (up to 50 characters) for your meeting type.

4. You can make it your default meeting type by checking the box next to it.

5. Hit the "Save Status" button.

Please Note - The number of available meeting types has been increased from the previous limit of 15 to now a total of 30 including 2 meeting types available in the system by default. This enhancement provides greater versatility and opportunities to better categorize and manage your communication.

Additionally, on the Business plan, you can grant access to the "Meeting Type Customization" option to your team members on custom roles as well. Here's how you can do this:

1. Go to your User Management settings in the admin settings.

2. Go to the "Roles & Permissions" section and click on the pencil icon next to the role to which you want to grant access.

3. Now, scroll down turn ON the toggle for "Meeting Type Customization" and hit the "Save Role" button.

Hope this helps!

Related Article:

Scheduling Meetings

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