Meeting - Saleboat Android App
How do I create a meeting on the Saleboat App?
Monique Le Roux
Last Update hace un mes
To create a meeting or callcard, we need to schedule a meeting using the plus button.
Now we must select which customer (prospect or client) the meeting is with.
The list is in alphabetical order.
Scroll to the name of the customer or search for them & select them.
Once you have selected a customer, you will be asked to select a contact that you are meeting with.
If you have not added one yet, it will be with the default contact, Initial Contact.
If you're not sure how to add a contact, please press the link below:
Create a contact
We must now choose the type of meeting that will be taking place.
We must now select the date and time that we are scheduling the meeting for
DATE:
Choose the date that the Meeting will be taking place.
TIME:
You will need to select the time at which the meeting is scheduled to take place.
Press OK when the correct time has been selected.
You may wish to start the meeting immediately and not schedule a meeting date or time. To do this, select the Start Meeting Now checkbox.
If you would like to add additional notes, please press the blue add note icon in the bottom right of the screen.
Once your meeting has ended, you will need to press the FINISH MEETING button. This will end the meeting and save any notes taken in the meeting.