Rainmaker calls and meetings planned in Actis

Appointments and meetings intended to be carried out using Rainmaker may already have been planned in Actis.

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

Where these Rainmaker face to face or remote activities already exist in the Actis diary, the synchronisation process will merge the completed Rainmaker activity into the incomplete Actis record.

Important: Rainmaker calls planned in Actis do not automatically synchronise with your Rainmaker app. Calls and meetings will still need to be set-up, conducted and completed in Rainmaker.

1-2-1 contacts

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

If there is sufficient information from Rainmaker 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 list
2. Open the Rainmaker contact and add the information required
3. 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, either Rainmaker (face to face) or Rainmaker (remote), the date and an overlap with customer names. At least one name must match.

If there is sufficient information from Rainmaker 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 list
2. Open the Rainmaker meeting and add the information required
3. Click the Save button

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 Rainmaker meeting via the Rainmaker app will have presentation data added to their contact record.

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