Scheduling Meetings

To schedule a meeting on the PlayBook, please follow these steps:

  1. Tap Meetings on the tab bar.
  2. Swipe down from the top frame and tap Add New to create a new meeting record.
  3. Enter the meeting 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 ask whether you would like to invite the contact as an attendee of the meeting. Note: if you invite a contact as an attendee of the meeting, they will not receive an invitation to join.
    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 would 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.
  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