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Arrange a meeting and record meeting notes

    Page moved to: https://help.atollon.com/books/atollon-sales/page/arrange-a-meeting-and-record-meeting-notes

    Below Atollon wizard will show you: How to set up the system event (presentation) and How to add the record from the meeting

    New event at calendar


    1) Open and navigate to the calendar day on which you want create a new event
    2) At a time where you want place event click by mouse, or just pull the mouse from the beginning to the end of event to set the length of the event

    Event setting and attaching to Sales opportunity


    1) Set the type of event, it is a meeting (it will be useful in assessing how many meetings you managed)
    2) Add the subject and event location
    3) Select the context to clients sales opportunity which you should the event refers
    4) Add participants or resources
    5) Save your event

    After meeting enter record of meeting


    Is recommended create record from meeting in form Meeting Notes. That will be visible in the overall history of the sales opportunity.

    1) Enter the client name, press Enter
    2) Select founded client in Finder
    3) Select the appropriate project / sales opportunity
    4) Choose the tab Communication
    5) Create new message "Meeting Notes"

    After opening message, make meeting subject and content, you can also notice your colleagues and save the entry.

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