You can create a follow-up meeting in GoalDriver with the click of a button, to easily carry over meeting information, topics, subtopics and actions.


  1. In the menu ribbon click Meetings

  2. Find the meeting you wish to follow-up. To see the guide on searching and filtering meetings click here

  3. In the list of meetings, click the edit button to the right of your meeting name to view it

  4. Click the Follow up button at the top of your Meeting Information panel


  5. In the pop-up, click Follow-up Meeting

  6. Your follow-up meeting is now created and you can add, edit and remove topics and subtopics without affecting the previous meeting record. To see how to add, edit and remove content click here