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