In order to create a Meeting card, we need to schedule a meeting using the Plus Button.
Select New Meeting
Now we must select which Client or Prospect the meeting is with.
The list is in alphabetical order.
Simply scroll to the name of the Client & select them.
Once you have selected a Client or Prospect, 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 button below:
CREATE ANDROID CONTACT CREATE ARTICLE & LINK
We must now 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.
Please press the button below for more information about the Dashboard Cards on the Saleboat Android App:
We must now select the date and time that we are scheduling the meeting for:
Press on the date that the Meeting will be taking place.
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, simply press the Start Meeting Now checkbox.
This will not make a card on your dashboard, you will be transported directly to the Taking Notes page.
If you would like to add additional notes, please press the Blue 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 to the Client or Prospect.