Account Owner you can  Create “Visit Minute”

1- In Tabs => Click on  “Accounts”

2- In View Menus => Select “My Accounts”

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS

 Scroll down to the "Visit Minutes" related list and click in the button "Visit Minute"

1- Verify that the name of your supplier is the right one on the field "Account“

2- Click on the "Meeting Date" field and choose the date of the day you met our supplier

3- Click on the "Meeting Location" field and write the location of the meeting

4- Click on the "Short Description" field and write a description for the Visit Minute

5- In the topic discussed fields, choose the right ones and click in the arrow pointing right to add them in the "Chosen" field

6- In the "Meeting Minute" field, write your notes to be shared with the new contact you met

7- In the "Additionnal Internal Notes" field, write your notes to be shared internally

8- Click "Save"

Click on "Preview & Send Internally"

Check that all relevant Solvay email adresses are here and then click on "Send”

Click on "Preview & Send Externally”

Click in the name of the new prospect in the "Visit Minute Detail"




Scroll down to see the "Visit Minutes" related list (The Visit Minute you just created is visible )