• Meeting Summary Emails

    Meeting Wrap-up From the Meeting Wrap-up, you can send a Meeting Summary Email to your Attendees After you update your Follow-up Tasks in Meeting Wrap-up, click the NEXT button The Send Meeting Summary box will appear You can type a message to your Meeting Attendees Click the SEND button when…

  • Invitations for Google Registered Users

    This article is applicable for messeji users who Sign up / in with Google. Important for first time users!  Go to Settings in your profile and confirm your Timezone.  Messeji uses this to manage Meetings and Tasks. New Invitations Once you have created your meeting, you can send Invitations to your Attendees…

  • Invitations

    messeji will generate Invitations to Attendees for each Meeting you create. If you registered your messeji account via Sign up with Google, please visit the Invitations for Google Registered Users page. Important for first time users!  Go to Settings in your profile and confirm your Timezone.  Messeji uses this to manage Meeting…

  • Opportunities

    messeji allows you to tag your Meetings to an Opportunity. See the Search article for more details on accessing all of your Meetings associated with an Opportunity.  Create Opportunities Create Opportunities when you Create Meetings.   Enter the Opportunity name Type the Opportunity name in the ‘Opportunity Name’ field Click the…

  • Search

    Use the messeji Search functionality to quickly and easily access Meetings & Tasks.  Search for Meetings & Tasks via Title or an associated Opportunity, Company, or Contact. Start typing the applicable Meetings or Tasks Title or an associated Opportunity, Company, or Contact Search will display Whether the Search result is…

  • Avatars & Status Indicators

    You can upload a photo in your messeji Profile.  Or if you registered for messeji via Sign up / in with Google, messeji will pull the Avatar from your Google profile. Meetings An Attendee’s Avatar will display when they are added to a Meeting. See the Contacts article for information…

  • Dashboard

    The Dashboard allows you to access your most upcoming Meetings & Tasks in one place to help you stay organized and focused on the important stuff. Snapshot The Snapshot gives you a quick view of your progress in a given week The metrics show your completed Meetings & Tasks against…

  • Notifications

    messeji keeps you on top of all your Meetings & Tasks with Notifications.  messeji delivers Notifications when the status changes for a Meeting or Task and when you are invited to a Meeting or assigned a Task by another messeji user. In-app Notifications Meetings Meeting Invitations from other messeji users…

  • Contacts

    messeji helps you manage your Contacts.  You can create new Contacts in messeji or access your Google Contacts. Create New Contact You can add Contacts when you create or edit Meetings & Tasks. Meetings Type the Contact’s name in the ‘Attendee Name’ field Click the ‘+’ button Fill in the…

  • Tasks

    Tasks help you get stuff done.  Track everything you need to do before and after meetings.  Create Tasks for yourself or assign Tasks to colleagues & customers to drive results. Create Tasks individually, from the Meeting Card, or while you run an Active Meeting.  Track Tasks from your Task List….