Home > SI Documentation (v16) > Administrator Guide > Setup > Control Panel > Meeting Objectives

Meeting Objectives

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meeting objectives cp.jpg


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 dialog.jpg


There are only two fields: Name and Content.


new objective.jpg


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:


insert tag.jpg


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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