Following up on the meeting

Following up on the meeting

When you open a meeting with status Processing or Finished.
We will be going through each part of this page.

If it is the first time you open a summary, you can enter a personal score and complete the meeting.

Top Bars

This will seem familiar as it is seen on every page in SalesNote.
You have 4 buttons here: 
  1. Start Meeting: Start the meeting. For more information see During the meeting
  2. Meeting preparation: Go back to the preparation menu. For more information see 
  3. Generate PDF: Generate the summary you have created on this page Preparing for a meeting
  4. Generate Mail: Generate an EML file with the PDF file and the attachments that are selecte

Title Bar

This will contain the Title of the meeting, as well as the Start and End date of the meeting.

Important Questions

If the user forgets important questions, there will be warning that shows how many questions the user forgot.

Left Column

Select Answers for Summary

This represents the Themes that were selected and the Answers that were given for each Question.
Answers will be selected by default but can be unselected.
Unselecting the Answers will remove the items from the Meeting Summary
If there are Media items linked to the questions you can also (de)select these items here.
If you are using text blocks you will see the text block of the answer.  You can activate text blocks in your Organisation Settings.
You can use the   button to edit the text block.
You can use the  button to go back to the question in the during meeting step.

Select Notes for Summary

This represents the Themes that were selected and the Notes that were added during the meeting.
Notes will be unselected by default but can be selected.
Selecting the Notes will add the items from the Meeting Summary

Right Column

Status

This contains the current status.
The list of possible statusses are:
  1. Suggested (White): Currently not in use
  2. Unlinked (Grey): The meeting is fresh and empty
  3. Linked (Yellow): Contacts have been added to the meeting
  4. Preparation (Orange): Tasks have been added to prepare (either finished tasks or unfinished tasks)
  5. Ready (Olive Green): All preparation tasks have been finished
  6. Started (Blue): The first question has been answered
  7. Processing (Purple): The first follow-up task has been checked
  8. Finished (Green): All follow-up tasks have been checked

Attendees

The list of attendees of this meeting

Follow-up Tasks

These are the tasks you will have to follow-up on after the meeting.
On the top you will see 2 buttons:
  1.  Refresh the Default Follow-up Tasks to the latest version and refresh their deadline date.
  2.  Add a new custom Follow-up Task
The list is sorted based on the deadline.
You can check off every task when it is finished.
If you open the task you will see the notes of the task and 2 buttons:
  1. Edit Task: Change the notes or the deadline
  2. Delete Task: Delete the task

Summary Media

This represents the Media that were available during the meeting.
Media will be unselected by default but can be selected.
Selecting the Media will add the items from the Meeting Summary


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