My Customers Meetings

The tool consists of the following panes:

• Customer Meetings lists In lists objects are represented by small icons and object names. Icons help you to recognize object types. Press a keyboard character (a letter or a digit) to jump to the list item that starts from this character. The first matching item will be chosen, counting from the top of the list. future events of Sales Meeting type you are responsible for

• Meetings to Report lists events of Sales Meeting type you are responsible for and which are not yet marked as Reported.

• Sales Meetings to Book reminds you when was the last Sales Meeting event connected Vine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it. to each company and allows you to click Book a meeting to create a Sales Meeting event that will be automatically connected to the selected Company.