Viewing Sales Demo Meetings

Viewing Sales Demo Meetings

Introduction

1Stop makes viewing your Sales Demo Meetings easy and ensures you have all of the information you need for the Meeting at your fingertips. This article provides an overview of how to access and view your Sales Meetings from the Calendar.

Video Summary



Access your Meetings from the Calendar

1. Click the Calendar icon in the top right of the page, then select the Day, Week or Month view.
The Calendar will open based on your selection



2. View your Calendar
  1. The default naming convention for a Sales Demo Meetings is City - Product (e.g. Miami-Windows).
  2. The Meeting Status is identified by color coding, which is: Meeting Set = Yellow; Issued = Green.


Alert
Your company may have a different Meeting naming convention, color coding, or process to Set and Issue meetings. Please consult with your management team if your system is different from the default settings.

Meeting Status = Set

When a Sales Demo is created, its Meeting Status defaults to Set.  Once the Meeting is Issued, the Meeting Status will auto-update to Issued.  To clearly identify the Meeting Status, the default color coding for Meetings Set is yellow.



Info
Meeting Set is only a placeholder until the Meeting is Confirmed and Issued. The Meeting can still change, move or be removed altogether while in this Status.

Meeting Status = Issued

After a Sales Demo Meeting is confirmed and Issued, its Meeting Status auto-updates to Issued.  To clearly identify the Meeting Status, the default color coding for Issued Meetings is green.



Info
The default system allows Meeting to be Issued without being Confirmed.  Please consult with your management team to confirm your policy for Issued Meetings

View Meeting Details

1. Click the Title of the Meeting. 
A pop-up box will open with Quick View Meeting information.


Quick View Meeting Fields

  1. Meeting Date - Date of Meeting
  2. Meeting Time - Start and End Time of Meeting
  3. Location - Meeting Address
  4. Title - Default setting is "New Meeting" (Title will auto-update after Saving based on naming convention in Automation section below)
  5. Host - Sales Rep or Service Tech attending the Meeting
  6. Meeting Type - Pick-list for the type of Meeting (e.g., Sales Demo, Service Call)
  7. Meeting Status - Set or Issued
  8. Participants - Add additional users and Contacts to the Meeting
  9. Description - Any relevant notes about the project or Meetings
  10. Contact - Contact Associated with this Meeting
  11. Created by - User who created the Meeting
  12. Modified By - User who last modified the Meeting
2. To view all Meeting details, click the Edit button.
A pop-up box will open, which allows you to scroll up and down to see all the Meeting Fields.


All Meeting Fields

  1. Title - Default setting is "New Meeting" (Title will auto-update after Saving based on naming convention in Automation section below)
  2. Location - Meeting Address
  3. All day - Selected if this is an all day Meeting
  4. From - Start time of Meeting
  5. To - End time of Meeting (auto-displays the default Meeting length set by your company)
  6. Host - Sales Rep or Service Tech attending the Meeting
  7. Meeting Type - Pick-list for the type of Meeting (e.g., Sales Demo, Service Call)
  8. Description - Any relevant notes about the project or Meeting
  9. Participants - Add additional users and Contacts to the Meeting
  10. Participants Reminder - Set an email Meeting reminder to Participants
  11. Related To - Associate Meeting to a Contact or other Module
  12. Contact (Module) - Contact the Meeting is associated with
  13. Quote (Module) - Associate Meeting to a Quote Record
  14. Reminder - Set an email reminder for Meeting Host
  15. Product - Pick-list for the type of Product the Meeting is for (e.g., Windows, Roofing)
  16. All Decision Makers - If all decision makers are attending. (e.g., yes, no, unknown)
  17. Set By - User who originally set the Meeting
  18. Issue By - User who issued the Meeting
  19. Confirmed - Identifies if the Meeting was confirmed with the Contact
  20. Gate Code - Code to the Contact's gate, if any
  21. Address Instructions - Any relevant instructions for how to get to the Contact's address
  22. Meeting Status - Set or Issued
Info
If there is a Lock icon next to the field, that field is read-only and cannot be edited.





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