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Managing a Book of Business in Coda
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Meetings

Quickly see who you have upcoming meetings with, and what clients you need to schedule.
Upcoming Meetings by Client
1
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Client
Meeting Type
Event
Start
Attendees

Clients Without Upcoming Meetings
2
Company
Renewal Date
Last Meeting Date
Next Meeting Date
1
Acme Corp
10/31/2021
6/21/2021
2
Wayne Enterprises
7/31/2021
6/15/2021
3
Stark Industries
8/9/2021
6/17/2021
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