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.
Existem duas formas de organizar uma reunião fora do território:
- Click Advanced Search on the header bar, or Home, Advanced Search from the side menu
- Click Locations
- Escreva o nome da localização, no todo ou em parte, na barra de pesquisa
- Click National search
- Click the OK button to open the location list
- Select and open the required location and under the Actions tab click Add Meeting
- 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.
OU
- From the menu, select Meetings, Add Meeting to open a blank meeting record
- Click the Add/Edit Location button
- The Location Selection list will open
- Ensure that the National Search checkbox is ticked
- Select the part of the list you wish to search
- 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.