National meetings

Occasionally you may need to record a meeting at a location which is not on your territory and thus not immediately visible in actisCRM.

Important: You cannot use territory budgets for national/off-territory meetings. It may be necessary to access a shared budget at regional or central level depending where the meeting is held.

There are two ways to set up an off-territory meeting:

1. Click Advanced Search link on the page header
   
2. Click Locations
3. Type all or part of the location name in the search bar
4. Click National search
5. Click the Go button to open the location list
6. Select and open the required location and click the Book Meeting action
7. Complete, submit and close the meeting record in the same way as you would for an on-territory meeting.

OR

1. From the menu, select Meetings, Add Meeting to open a blank meeting record
2. Click the Add/Edit Location button
   
3. In the location list, ensure the National Search checkbox is ticked
   
4. Type all or part of the location name in the search bar and click the Select Location button to add the location to the meeting record
5. Complete, submit and close the meeting record in the same way as you would for an on-territory meeting.