See the meetings on a customer, contact or activity

Every customer, contact, lead, opportunity, ticket and activity carries a Möten tab that answers two questions at a glance: when you next meet them, and what you have already met about.

1. 1Open the record.
2. 2Go to Möten.
3. 3The Nästa möte panel at the top shows the very next one — its title, time and where it takes place.
4. 4Switch between Kommande and Tidigare to see everything still ahead, or everything already held. Upcoming runs from soonest to furthest away; past runs from most recent backwards.
5. 5Click any row to open that meeting.

Use Boka möte on the same tab to book the next one. It prefills the company and the people from the record you are standing on, so you do not retype them. Create a calendar event covers the event itself.

On an activity the tab shows the meetings for the company the activity is about, not just meetings tied to that one task — so a follow-up task tells you when you are next in front of that customer. An activity with no company falls back to the contact person.

A meeting that is running right now stays under Kommande until it actually ends, so it does not disappear from view halfway through.