Creating Meeting Logs

SalesNOW allows you to create meeting logs following a meeting. Unlike a SalesNOW scheduled meeting, which is synchronized with your BlackBerry calendar (see Scheduling Meetings), SalesNOW meeting logs are not synchronized with your BlackBerry calendar and do not provide the option to invite a contact to attend the meeting.

To create a meeting log within SalesNOW on the BlackBerry, follow these steps:

  1. In the main tab menu or from anywhere within the application, click the Meetings tab

  2. Click the menu button and select New Meeting Log

  3. Enter the meeting log's information. Type the subject of the meeting in the mandatory Subject field. Scroll the trackball to the next field that you would like to complete

  4. To associate the meeting to a specific contact,

    1. Select an existing contact by clicking the magnifying glass image\ebx_-752130004.gif next to the contact field and clicking on the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the meeting as well.)

    2. Add a new contact by clicking the green plus sign image\ebx_-580437850.gifand entering the contact information, pressing the Escape key and clicking Save

  5. To associate the meeting to a specific company,

    1. Select an existing company by clicking the magnifying glass image\ebx_-752130004.gif and clicking on the company name to which you would like to associate

    2. Add a new company by clicking the green plus sign image\ebx_-580437850.gifand entering the company information, pressing the Escape key and clicking Save

  6. To associate the meeting to a specific lead or deal,

    1. Select an existing lead/deal by clicking the magnifying glass image\ebx_-752130004.gif and click on either the Leads or Deals sub-tab.

    2. Click on the lead/deal name to which you would like to associate. By default, the system displays only the leads/deals that are associated with that contact or company. If you would like to remove that filter, click on the menu button and select Show All.

  7. Enter the meeting location.

  8. Select the meeting type, status, priority, and date/time/duration of the meeting.

  9. Enter the meeting notes in the Confidential Notes field which stores your private notes from the meeting.

  10. Enter any custom information related to the meeting. (Note: the custom bar will not appear if there are no custom fields that have been added on the meeting document by your SalesNOW Administrator. See Customizing SalesNOW)

  11. Once you have completed entering all of the data into the record, click Escape to choose one of three options:

    1. Save to save this new meeting log record

    2. Discard to not save this new meeting log record

    3. Cancel to continue working on this new meeting log record

Note: Meeting logs can be created directly from a Contact, Company, Lead or Deal record. Simply highlight the contact, company, lead or deal record, click the menu button and click New and press New Meeting Log.

See Also:

Scheduling Meetings

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records