Pre-planned Agnitio calls and meetings

Appointments and meetings intended to be carried out using Agnitio may already have been pre-planned in actisCRM.

These will include future appointments, shown in light-blue in the diary and meetings which may already have been submitted and approved.

Where these Agnitio contacts already exist in the actisCRM diary, the synchronisation process will merge the Agnitio call into the pre-planned one.

1-2-1 contacts

For 1-2-1 contacts the synchronisation process will look for a match to the contact type (Agnitio), the customer name and the date.

If there is sufficient information from Agnitio to complete the call, then it will be merged directly into the appointment in your diary with no further action required. The contact in your diary will be shown in yellow as complete.

If there is insufficient information from Agnitio, then the call will be added to the Workflow Task list:

1. Open the Workflow Task and add the information required
2. Click the Save and Exit button to complete the call

The call will be merged into the appointment in your diary with no further action required. The contact in your diary will be shown in yellow as complete.

Meetings

For meetings the synchronisation process will look for a match with the meeting type (Agnitio), the date and an overlap with customer names. At least one name must match.

If there is sufficient information from Agnitio and the planned meeting has already been authorised, then it will be merged directly into the meeting in your diary.
Check and close the meeting in the usual way.

If there is insufficient information from Agnitio, or if the planned meeting has not already been submitted for authorisation, then the meeting will be added to the Workflow Task list.

1. Open the Workflow Task and add the information required
2. 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 merged with the planned meeting in your diary and can be checked and closed in the usual way.

Meeting attendees

• Attendees that joined the meeting via a link rather than their invitation will be recorded as unnamed attendees.
• Only attendees invited to the Agnitio meeting will have presentation data added to their contact record.

Important: Wait for the presentation data to synchronise from Agnitio before you delete any non-attendees from the actisCRM meeting record and close the meeting.
If you delete non-attendees before the synchronisation process is complete, customers invited to the Agnitio meeting will be added back to your meeting record in actisCRM.