Plus Button > Meeting
In order to create a Meeting card, we need to schedule a meeting using the Plus Button.
Select Prospect or Client
Choose the Type of meeting that will be taking place. The first 5 types are face to face and will produce Green Cards, the last 2 are phone calls which will produce Purple Cards.For more information about the cards that these meeting types will create, please click the buttons below:
Select the Client or Prospect
The list is in alphabetical order and includes search functionality. Simply start typing the name & the form will suggest client names to you.
We must now select the date and time that we are scheduling the meeting for:
You may wish to start the meeting immediately and not schedule a meeting date or time. To do this, simply click the Check-in now checkbox. This will not make a card on your dashboard, you will be transported directly to the Taking Notes Page.
Once you have selected all of the correct information for the Meeting or Call you are creating, you have the option to assign the Meeting or Call to another person in your team.
Assign a Meeting or Call
To do this, simply click on Pick a team member and select the correct person from the drop down list. If you will be at the meeting too, please select the I'm joining in checkbox.
Once you have selected a member of your team, you will be presented with their calendar so that you may choose a suitable date and time. Any meetings that they have scheduled will be visible to you, so as to avoid double-booking.