The Pending Workflow Tasks button on the header bar will let you know if remote meetings require your action.
A Workflow Task will be created for all meetings
The Task Type will let you know the action required. For example:
- Update and Submit Agnitio meeting: add required information to the meeting record, check and submit for authorisation
- Submit meeting: there is enough information from Rainmaker 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 it the meeting in the list
- Under the Actions tab click Open Task
- 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
- Under the meetings Actions tab click Submit Meeting
- 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.