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 Web, follow these steps:

In the main tab menu or from anywhere within the application, click the Meetings tab
Click on create meeting log at the top right of the meetings list
Enter the meeting log's information. Type the subject of the meeting in the mandatory Subject field. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete
To associate the meeting to a specific contact,

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.)
Add a new contact by clicking the green plus sign $image\ebx_-580437850.gif$ and entering the contact information and clicking save and close

To associate the meeting to a specific company,

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
Add a new company by clicking the green plus sign $image\ebx_-580437850.gif$ and entering the company information and clicking save and close

To associate the meeting to a specific lead or deal,

Select either the Lead or Deal in the left drop-down box.
Select an existing lead/deal by clicking the magnifying glass $image\ebx_-752130004.gif$ and clicking 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 Filter box at the top right of the selection box and click Remove Filter

Select the location related to the meeting.
Select the type, status, priority, and date/time/duration of the meeting.
Enter the meeting notes in the Confidential Notes field which stores your private notes from the meeting.
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)
Click Save & Close to save this meeting log and display this meeting record, or
Click Save & New to save this meeting log and start entering a new meeting log, or
Click Cancel to not save this meeting log and return to the meetings list.

Note: Meeting logs can be created directly from a Contact, Company, Lead or Deal record. Simply click the other dropdown at the top right of the record and select create meeting log.

Creating Meeting Logs

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