Scheduling Meetings

Meetings with your clients and prospects can be scheduled within SalesNOW on your Android. These meetings will be synchronized with SalesNOW on the WEB and your Android calendar (see Synchronizing Data).

To schedule a meeting within SalesNOW on the Android, follow these steps:

  1. Tap Meetings on the tab bar.
  2. Tap the MENU button and then tap Add New to create a new meeting record.
  3. Enter the meeting's information. (See Creating Records)
  4. To associate the meeting to a specific contact, tap the Contact field and either:
    1. Select an existing contact by tapping the contact name to which you would like to associate to the meeting. If the contact is associated with a company, that company will automatically be associated to the meeting as well. The system will prompt whether you'd like to invite the contact as an attendee on the meeting. Note: if you invite a contact as an attendee on the meeting, they will not receive an invitation to join you on the meeting.
    2. Add a new contact by tapping the +and entering the contact information and then tapping Save
  5. Tap either the Deal, Lead or Case button if you'd like to associate the meeting to a deal, lead or case and select the appropriate record
  6. Enter the meeting location.
  7. Select the meeting type, status, priority, and date/time/duration of the meeting. Also, by setting the reminder time to 15 minutes for example - once the meeting has been synchronized to your Android Calendar you will automatically receive a reminder for the meeting 15 minutes prior to the meeting on your iPad.
  8. Enter any custom information related to the meeting. (Note: the custom fields will not appear if there are no custom fields that have been added on the meeting document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  9. Once you have completed entering all of the data into the meeting record, tap Save to save this new meeting record.

Note: Meetings can be scheduled directly from a Contact, Company, Lead, Deal or Case record. Simply open the record, tap Menu and then tap Schedule Meeting. .

See Also:

Creating Meeting Logs

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records