At least one meeting attendee has to be added to the meeting record before it can be uploaded. Additional attendees can be added in the live system before the meeting is completed and closed.
Click on the Attendees tab under the Record Meeting header.
In the Named Attendees section Tap Add to open the customer list. Select the customers that attended the meeting.
In the Unnamed Attendees include the number of any other personnel that attended the meeting.
- Customer Type: Tap the field and select from the drop-down options.
- Number of Customers: Tap the field to open the keyboard. Type the number of unnamed customers seen.
- Notes: Tap the field to open the keyboard. Type any notes relevant to the attendee.
Tap Save at the top of the screen to save the meeting record.