Reviewing Meeting Recap Summaries and Updates

When a user completes a Meeting Recap, an email notification is sent to the Organization Administrator(s) and any related Team Administrators. A copy of the content is also added to the related Salesforce record. The email content includes all of the questions and answer choices along with the meeting details. Meeting Recap Summaries are designed to give management insight into staff interactions with prospects and customers. In this section, you will learn how to review a Meeting Recap Summary via email and Salesforce.

Admin Only: This article outlines some functionality available only to Desktop Plus Admins or Team Administrators. Standard Users can view Meeting Recap Summaries in Salesforce where permissions allow, but they will not receive content via email.

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Reviewing Meeting Recap Summaries and Updates

Locate the Meeting Recap Summary email within your inbox.

Tip: When a user completes a Meeting Recap, the Summary email is sent to the Organization Administrator(s) and any related Team Administrators. The email content includes all of the questions and answer selections for each time the Meeting Recap is completed or updated.

Tip: Email notifications are on by default; however, Organization Administrators and Team Administrators can change their preferences and disable email notifications. This field will not be available to Standard Users.

Launch Salesforce and navigate to a record for which you or your team member has recently completed Meeting Recap (i.e. Opportunity, Account, Case).

Locate the Activity section on the Salesforce record. When a Meeting Recap is completed, the Meeting Recap Summary is added to the history for the record as Past Activity.

Open the Task to review the Meetingn Recap Summary. Note that questions and answers are displayed, along with the date that the information was submitted.

Tip:  If more than one user in your organization completes a Meeting Recap for the same Salesforce record, multiple Meeting Recap Summaries will be listed in the Activity History.

Return to the Salesforce record related to the Meeting Recap. Note that if your configuration includes direct updates to specific Salesforce fields, they will be updated with the information provided in the Meeting Recap.

Tip: This will vary for each organization, but examples of typical fields for direct update include Opportunity Stage or Close Date.

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