Meetings

What are meetings in Saleboat?

Updated over a week ago

Plus Button > Meeting > Meeting type

As a general rule, each of the meeting types with the word MEETING at the end of it (eg: New Business Meeting) will create a Green Meeting Card on your Dashboard.

These Meeting cards provide an at a glance view of your upcoming meetings.

Tip:

If you want to see more information about this particular meeting, you can click on the 3 dots of the right side of the card to reveal a few more details about this interaction.
Like this:

Blue Pin:

Meeting cards have a unique element called the Location Marker.

Tapping the Location Marker will open a Google Maps window displaying the location of the meeting. You can use this to plan your route to the meeting.

Three buttons appear at the bottom of Meeting cards: 

Check In: 

When you arrive at your Client, press the check in button so that you are redirected to the 'Taking notes' page.

When you're done, remember to press this button:

Postpone:

This will bring up the following dialogue, which will allow you to choose a new date and time for this Call.
It will then appear on your Dashboard with the newly selected date and time

Cancel:

This removes the card from your Dashboard. It is however still reported on as a cancelled meeting.

Did this answer your question?