Dashboard
Meetings
New
Operations Admin
Priya (WC-OPS)
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Admin
Meetings
New
Create Meetings
Create a new Meetings record with complete business fields.
5 Jul 2026, 4:24 am
Save Draft
meetings
Create — meetings
Module-specific fields
Meeting
Subject *
Loan / Lead ref
Date
Location / link
Attendees
Save draft
Create
Cancel
Module checklist
After save
Fields match the
meetings
workflow only
Submit saves locally (mock) — connect API in phase 2
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