Scheduling Meetings
Meetings with your clients and prospects can be scheduled within SalesNOW on the Web. These scheduled meetings will be synchronized with SalesNOW on your BlackBerry and your BlackBerry calendar (see Synchronizing Data). If you've invited a contact as an attendee to the meeting, they will also receive a BlackBerry invitation to join you at the meeting.
To schedule a meeting within SalesNOW on the Web, follow these steps:
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In the main tab menu or from anywhere within the application, click the Meetings tab
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Click on schedule meeting at the top right of the meeting list
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Enter the meeting'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
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To associate the meeting to a specific contact,
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Select an existing contact by clicking the magnifying glass
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
and entering the contact information and clicking save and close -
To invite the contact as an attendee at the meeting, click the add button next to the attendees field. Notice that you can only select contacts that have an email address stored on their contact record (as the invitation will be emailed to the contact). If the contact that you selected (in step #4 above) has an email address stored on their contact record, the system will prompt you whether or not you would like to Invite Contact as Attendee? If you respond Yes, the system will automatically input the contact's email address within the Attendee field.
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To associate the meeting to a specific company,
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Select an existing company by clicking the magnifying glass
and clicking on the company name to which you would like to associate -
Add a new company by clicking the green plus sign
and entering the company information and clicking save and close -
To associate the meeting to a specific lead or deal,
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Select either Lead or Deal in the left drop-down box.
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Select an existing lead/deal by clicking the magnifying glass
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. -
Enter the location where the meeting will be held in the location field.
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Select the meeting type, status, priority, date, time and duration. Also, by setting the reminder time to 15 minutes for example - once the meeting has been synchronized to SalesNOW on your BlackBerry and your BlackBerry Calendar you will automatically receive a reminder for the meeting 15 minutes prior to the meeting start time on your BlackBerry.
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Enter the meeting notes. There are two notes fields. The first notes field, Public Calendar Notes*, stores notes that will be included on the BlackBerry invitation email that will be sent to any attendees that you may have invited to join you at the meeting (in step #5 above). The Confidential Notes field stores private notes that will not be send to attendees.
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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)
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Click Save & Close to save this scheduled meeting and display this meeting record, or
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Click Save & New to save this scheduled meeting and start entering a new scheduled meeting, or
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Click Cancel to not save this scheduled meeting and return to the meetings list.
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Note: Meetings can be scheduled directly from a Contact, Company, Lead or Deal record. Simply click schedule meeting at the top right of the record.