Home > SI 2017 Documentation > Administrator Guide > Setup > Control Panel > Meeting Objectives

Meeting Objectives

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Setting

 

meeting objectives.png

 

Meeting Objectives allow you to create some default settings for Mobile Quote. Meeting Objectives synchronize with Mobile Quote. This is where you can manage your Meeting Objectives.

 

meeting objectives main.png

 

There are only two fields: Name and Content.

 

name and content.png

 

You can type or copy and paste into the Content field. You can also use Snippets if you wish. You also have the option of inserting tags into the Content field:

 

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Tags insert fields entered in a Quote within Mobile Quote.

Mobile Quote

 

Meeting Objectives are selectable in Mobile Quote when creating a new Quote:

 

meeting objective mq.png

 

They display when approving a Quote:

 

quote approval mq.png

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