Meetings Overview

Meeting records in SalesNOW store information about both scheduled meetings (meetings that you have planned in the future with your customers see Scheduling Meetings) as well as meeting logs (records of meetings that have taken place with your customers see Creating Meeting Logs).

Meeting records in SalesNOW store a variety of information, each separated by a green title bar, including:

• General Information this is the meeting's basic information such as the meeting's subject, contact and/or company association, lead or deal association, the location of the meeting, type, status, priority, start and end date and time, duration, reminder settings, attendees and public and confidential notes.
• Custom this section stores information from any custom fields that may have been added to the meeting record by your SalesNOW Administrator. Note: the custom bar will not appear if there are no custom fields that have been added on the meeting document.
• Contacts this section stores the names of any contacts that have been associated with this meeting and also their roles.
• Companies this section stores the names of any companies that have been associated with this meeting and also their roles.
  

See Also:

Scheduling Meetings

Creating Meeting Logs

Viewing and Editing Records

Deleting Records

Restoring Deleted Records