What this feature does and when to use it?
Meeting type customization lets you create and manage custom meeting types in Recruit CRM. You can add new meeting types, name them, and set one as the default. This helps you tag and categorize meetings in a way that matches your recruitment process, making it easier for you and your team to identify and manage different types of communication.
You can use this feature when:
When you want to create custom meeting types that match your internal workflow.
When your team needs clearer tagging and categorization of meetings.
Before you begin:
Only users with access to the admin settings on the Business plan and above can customize meeting types.
On the Pro plan, only Account Owners and users with the admin role can perform meeting type customization.
On the Business plan and above, you can also grant access to meeting type customization to team members with custom roles.
Customize meeting types
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.
4. Enter a name (up to fifty characters) for your meeting type. To make this the default meeting type, check the box next to it. Click the Save Status button to save your new meeting type.
5. You can also customize the default meeting types by editing the corresponding meeting type name to suit your needs. You can click and drag the '=' icon beside the Note type to reorder them.
Please notice that you can also add the Meeting Type while adding a meeting through Recruit CRM's Chrome Extension.
Please Note - The number of available meeting types is a total of 100, including 2 meeting types available in the system by default, i.e, Client Meeting and Internal Meeting.
Meeting Type Customization access for Custom roles:
Additionally, on the Business plan and above, 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. Click on the Roles and Permissions tab. Find the role you want to update and click the three-dot icon next to that role click on Edit.
3.Scroll down and turn on the toggle for Meeting type customization.
4.Click the Save Role button to apply the permission changes.
Troubleshooting
Problem: You cannot see the Meeting Type Customization option in Admin Settings.
Problem: You cannot see the Meeting Type Customization option in Admin Settings.
Likely cause: Your user role or plan does not have permission to customize meeting types.
What to check: Confirm that your account is on the Business plan or Pro plan. On the Pro plan, confirm that you are an Account Owner or have the Admin role. On the Business plan and above, confirm that your custom role has the meeting type customization toggle turned on.
Resolution: Ask an Account Owner to either perform the customization or update your role permissions as described in the steps above.
Problem: You cannot add more meeting types.
Problem: You cannot add more meeting types.
Likely cause: You have reached the maximum limit of thirty meeting types (including the two default system meeting types).
What to check: Count your existing meeting types to confirm if you have reached the total of thirty.
Resolution: Remove or repurpose existing meeting types if you need to add new ones.
FAQs
How many meeting types can I create in Recruit CRM?
How many meeting types can I create in Recruit CRM?
You can have a total of thirty meeting types, including the two meeting types available in the system by default.
What happens if I reach the meeting type limit?
What happens if I reach the meeting type limit?
If you reach the total of thirty meeting types, you will not be able to add more until you remove or adjust existing meeting types.
Conclusion:
Customizing meeting types in Recruit CRM helps you better categorize and manage your meetings, giving your team clearer visibility into different types of communication.