National meetings

National meetings are very similar to off-territory meetings but they can be linked to locations and make use of shared budgets which work at regional or central level.

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

1. Click Advanced Search on the header bar, or Home, Advanced Search from the side menu
2. Click Locations
3. Type all or part of the location name in the search bar
4. Click National search
5. Click the OK button to open the location list

6. Select and open the required location and under the Actions tab click Add Meeting
7. Complete, submit and close the meeting record in the same way as you would for an on-territory meeting, making use of the shared budget.

OR

1. From the menu, select Meetings, Add Meeting to open a blank meeting record
2. Click the Add/Edit Location button

3. The Location Selection list will open
4. Ensure that the National Search checkbox is ticked
5. Select the part of the list you wish to search

6. Complete, submit and close the meeting record in the same way as you would for an on-territory meeting, making use of the shared budget.