Creating Meeting Logs

SalesNOW allows you to create meeting logs following a meeting. Unlike a SalesNOW scheduled meeting, which is synchronized with your iPad calendar (see Scheduling Meetings), SalesNOW meeting logs are not synchronized with your iPad calendar and do not provide the option to invite a contact to attend the meeting.

To create a meeting log within SalesNOW on the iPad, follow these steps:

  1. Tap Contacts on the tab bar.

  2. To open the contact for whom you would like to create the meeting log, tap the contact record
  3. Tap New Meeting Log on the tab bar
  4. Enter the meeting log's information.
  5. Tap either the Deal, Lead or Case button if you'd like to associate the meeting log to a deal, lead or case and select the appropriate record
  6. Enter the meeting log notes
  7. Enter any custom information related to the meeting. (Note: custom fields will not appear if there are no custom fields that have been added on the call document by your SalesNOW Administrator. See Customizing SalesNOW)
  8. Tap Save to save the new meeting log

Note: Meeting logs can be created directly from a Lead, Deal or Case record. Simply open the lead, deal or case record, and then tap New Meeting Log

See Also:

Scheduling Meetings

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records