How do I use the Calendar and List to manage my 1-to-1 meetings?

Navigation prompt Go to ACTION & 1-TO-1S > Click My 1-to-1s   Getting Started My 1-to-1s has 2 views which are sel...

How do I trigger a 1-to-1 meeting?

Getting Started To trigger a 1-to-1 meeting, you have two options: Option 1: Trigger a 1-to-1 meeting from within Ev...

How do I view, edit, start or delete a scheduled 1-to-1 meeting?

Navigation prompt Go to ACTION & 1-TO-1 > click My scheduled 1-to-1s   Users with the permission Facilitate 1-to...

How do I manage a 1-to-1 meeting?

This article will help guide you through the 1-to-1 meeting process and the five agenda points we recommend are cover...

How do I acknowledge a 1-to-1 meeting?

Navigation prompt Go to ACTION & 1-TO-1 > Click 1-to-1 records & actions   By following the navigation prompt, ...

How do I access meeting records?

Navigation prompt Go to ACTIONS AND 1-TO-1 > Click 1-to-1 records & actions   By following the navigation prompt...