Meeting Check In / Out
This article will help understand step wise process to add meetings. Please note that meeting can be created from Web browser as well as Kylas CRM Application. With help of app, it allow to check in & out at the meeting with actual on-site location. This will ensure the on field team is genuinely marking their whereabouts. As a admin you can pull data with help of reports.
Prerequisites
Permission: Any user having Create/Update permission on Meetings
Product Plan: Embark/Elevate
Activities to be completed: None
Steps
Step 1: Login with valid credential on Kylas CRM app, below are the links to install
Step 2: Once logged in, user can view the meetings scheduled under upcoming Meeting or can create new on the go by clicking on "+" icon
You can also choose to change the date by clicking on Calender icon, app will show "Today" as default
Step 3: To perform action on scheduled meeting, click on the meeting from the list. It will prompt to Check in if the medium is "Offline"
Step 4: Once you click on Check-in, it will auto pick the current location for on-site meeting, once done it will display all meeting related details & Check-out button.
1. Location cannot be updated manually, it will lock as actuals
2. Click on Notes button to add any information to be passed on or needs to be recorded
3. Click on edit meeting & update status as Missed event if needed
Step 5: After you click Check-out button, it will auto pick the location & app will capture current date & time. You can choose to update meeting status using the dropdown. Upon completing the status as Conducted it will close the log. Same can we cross verified on meeting listing page with updated status.
1. Meeting Check in / out can be performed only through mobile app
2. Only organizer can update status as check in / out
3. If meeting is not checked in at given date & time it can be moved to missed meeting
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