Meetings

When meeting with financial coaching Customers, it is important to log when you have meetings with your Customers so that Coaches can keep track of their Customers and Managers can create Reports based on Coaching Meetings.

To Create a New Meeting:

1. After signing into Salesforce and opening/viewing the COACH app, open a Contact record.
   
   
2. Click on the Meetings Tab to log a meeting with this Contact.
   
   
3. Click on the Create New line to open the New Meeting box.
   
   
   
4. You can add the following information to your New Meeting:
   • Meeting Type:
     • You can choose from the following options:
     • In-person
     • Phone Call
     • Virtual Meeting
     • Out-of-meeting progress
   • Subject:
     • You can choose from the following options:
     • Call
     • Email
     • Meeting
     • Send Letter/Quote
     • Other
   • Status:
     • You can choose from the following options:
     • Attended
     • Pending
     • No Show
     • Rescheduled
     • Cancelled
   • Site: You can choose no option or "In the Office."
   • Location: You can type in the location of your Meeting.
   • Start Date & Time: Choose the Date and Time your Meeting starts. The default Meeting length is one hour but you can decrease or increase this time for all Meetings.
   • End Date & Time: Choose the Date and Time your Meeting ends.
   • All-Day Event: Check this box if this is an all day event.
   • Related To: You can choose an Account if your organization uses Accounts to keep track of your Customers.
   • Assigned To: This field defaults to the logged in User. You can change this to another Coach if they will be conducting this Meeting instead of yourself.
   • Description: You can enter any information relevant to your Meeting.
   • Change Machine Event: Leave this box checked to make sure that any Reports that include Meetings reflect all Change Machine Coaching Meetings are accounted for.
     
     
5. Click Save to save this Meeting.

Viewing Meetings:

There are a few ways that you can view entered Meetings within the COACH app:

• COACH Homepage:
  The homepage of the COACH app displays upcoming Meetings and you can click on the title of the meeting to see the details of each Meeting.
  
  
  
• Contact Record:
  After selecting a Contact and going to the Meetings Tab, you can view all past and upcoming Meetings that have been logged.
  
  
  You can click on the right-facing arrow to the left of a Meeting to expand the Meeting details and you can click on the down-facing arrow to the right of the Meeting title to edit or delete a Meeting.
  
  
• Calendar Tab:
  In the Calendar Tab, you can view all of your Customer Meetings in various calendar views and also create meetings while looking at your Calendar.
  
  
  

Creating Reports that Include Meetings:

For creating Reports that include Meetings and/or Workshops, your new Report must include a Report Type that includes Activities. View our Report Types article to learn more about Report Types in Salesforce.