QuotaBook|User Guide - 5. Updating General Meetings
5. Updating General Meetings
🚩 Navigate to the specific fund’s page → "General Meetings" tab
- From the "General Meetings" tab, you can update and track general meetings relating to the fund
- This section is designed to allow fund managers to track and log deal specific meetings
Creating Meetings
- From the [General Meetings] tab, select [Create Meeting] on your upper right
- Update meeting title, type of attendance, meeting agendas and other relevant data and select [Submit]
- You have the option of attaching meeting specific documents within the [Create Meeting] if you so wish
(You must fill in all required fields marked with * to save the updated information)