Overview of Meeting Tracker
This feature enables sales people to quickly capture results of a meeting and push that info into salesforce, reducing the time and energy to store and record information.
How to start tracking meeting activity using the SalesKit Meeting Tracker
Click on Meetings icons on the bottom menu.
How to finish tracking your meeting
How send tracked meeting information to Salesforce
Once a user is ready to send the tracked meeting info to Salesforce, click on the Meetings panel and click on the Meeting item they want to send.
User will be taken to a Meetings detail page where they can associate with meeting with an account, contact and/or opportunity from their Salesforce instance (1), add meetings notes (2), View the items presented during the meeting (3), Discard the tracked meeting (4), Continue to tracking more of the meeting (5) and Save the meeting details to Salesforce (6).
Viewing tracked meeting information in Salesforce
To view and edit the meeting data in Salesforce, navigate to Salesforce on a web browser then to the same record that was selected from the SalesKit app. The meeting data will appear under Activity History with the subject 'SalesKit Meeting Recording'.
Tracked meetings will queue in the Meetings menu until shared to Salesforce or discarded
Pausing an active meeting session
If a user would like to Pause tracking for a meeting for a period of time, they can click on the green Meetings icon and select Pause tracking.
Discarding a tracked meeting session
If a user would like to delete a tracked meeting item, they can click on the Meetings icon and hold then swipe left on the item and select Delete.