Scheduling SalesNOW Meetings in Outlook

For users who have installed the SalesNOW-Outlook Add-In it is possible to schedule their SalesNOW meetings directly from Outlook. To do this, please follow these steps.

1. From your Outlook, open the SalesNOW Add-In.
2. Click Schedule Meeting
3. From the drop-down list, please locate the SalesNOW Contact you would like to schedule a meeting with, highlight their name, and click Required>or Optional> depending on the individuals need to be attend the meeting. (Note: Please also note the option to add Resources. Many SalesNOW users have found it useful to save actual resources (example: boardroom, projector) as contacts and add theses resources to Meeting records to avoid any scheduling issues with colleagues.)
4. Please select the desired attendees, and click Create Meeting
5. Please choose the date and time for the meeting and write any messages you would like to see in this record.
6. If there is a Lead or Deal in your SalesNOW account which you wish to have this meeting associated with, please click Lead/Deal under SalesNOW Associations and select the record you wish to Save this record to.
7. Finally, once all of the meeting details have been entered, please click Save and Send