Complete a remote meeting

The Pending Workflow Tasks button on the header bar will let you know if remote meetings require your action.

Workflow pending icon

A Workflow Task will be created for all meetings

The Task Type will let you know the action required:

  • Update and Submit Agnitio meeting: add required information to the meeting record, check and submit for authorisation
  • Submit meeting: there is enough information from Agnitio for the meeting to be checked and submitted for authorisation

In the workflow task list, find the meeting you carried out earlier

Click to highlight the meeting in the list

Click the Open Task action

Workflow actions

Complete any necessary fields on the meeting record, i.e. notes, products detailed, etc

Check all other details and add a budget and costs if necessary

Click the Submit Meeting action

Depending on the estimated budget value the meeting will either be auto-authorised or will need management authorisation

The meeting will be added to your diary and can be completed in the usual way following authorisation

Important: Details of the presentations used during the call will be added to the contact records at the next synchronisation. Contact records are only created when the meeting status is Closed.