Plus Button > Meeting
In order to create a Meeting card, we need to schedule a meeting using the Plus Button.
Select either the Prospect or Client option.
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.
For more information about the cards that these meeting types will create, please click the buttons below:
Now we must select which Client or Prospect the meeting is with.
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 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.
Whether you're scheduling a meeting for a future date or have selected 'Start Meeting Now', you need to select a contact with which the meeting is taking place, if you don't have a contact previously loaded, the meeting will simply be with an Initial Contact - a placeholder.