Creating Meeting Logs

SalesNOW allows you to create meeting logs following a meeting. To create a meeting log on the PlayBook, 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. Swipe down from the top frame and tap Morefollowed by New Meeting Log
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