The After Meeting Wizard lets you accelerate and automate many of the routine tasks that are performed after meetings. It lets you update existing opportunity information and add new ones after talking to a contact. It also lets you add new contacts, notes, and create follow-up tasks.
Select a heading to see the different operations that the Wizard guides you through.
Identify Contact and Update Opportunities
Step 1
If the guide did not start with a known contact, who did you contact?
Step 2
If the meeting was associated with an opportunity, then update the stage, amount, close date and next step for the opportunity. Also add meeting notes which will be added to the activity history for this opportunity.
Note: When entering text such as notes, it is far easier to use your smart phone's voice recording capabilities if it has them.
Step 3
Provide (or update) the role that this contact plays in this opportunity (e.g., business user or decision maker).
Additional or New Opportunities
Step 4
The wizard then presents a list of all other opportunities for this account. Select any that were discussed in this meeting. The wizard then walks through each selected opportunity and allows you to update them.
Step 5
Add any new opportunities that were discussed, providing key fields for each.
New Contacts
Step 6
Create contacts for any people from the meeting that were not already contacts.
