The Meeting feature for Lifecycle Manager X clients helps you plan, document, and track strategic conversations with your clients.

Accessing Client Meetings

1. Hover over Home and click Clients from the top navigation bar in Lifecycle Manager
2. Select the LMX client you want to view.
    
3. In the left navigation panel, click Meetings.
   

From here, you can switch between Upcoming and Completed meetings, search by title, and filter by type or attendee. To view or edit a meeting, click its title in the list.

Creating a meeting

To create a new meeting:

1. Click + New Meeting on the client's Meeting page.
   This opens the New Meeting page.

2. Enter the relevant meeting details:

   Date - Select the Meeting Date.   Type - Choose the Meeting Type.   Meeting Title - Enter a descriptive name for the meeting.   Meeting Agenda - Add topics or discussion points to the meeting.   Attendees   Our Attendees - Who will be attending the meeting from your team. Client Attendees - Who will be attending the meeting from your Client's team. Goals - Link any Client goals to be addressed in this meeting.   Deliverables - Attach relevant Lifecycle Manager deliverables.   Files - Upload any supporting documents.   Add to Calendar - Add the meeting to a Google or Outlook calendar. (A date is required to link to a calendar)   Link PSA Ticket - Link a PSA ticket to the meeting (requires a supported PSA integration)   Initiatives - Include an initiative in this meeting   Meeting Notes - Add notes during the meeting to keep track of and review.   Action Items - Create follow-up tasks as Action Items.

3. Click Save Meeting when done.

Using Meeting Templates

To save a structured meeting format, click Save template... in the upper right of the screen.

Templates can be reused by clicking the Apply template... button.

 

For more information on creating and using Meeting templates, see Managing meeting templates.