Logging meetings from a Trade Show

Smart CRM & Sales Hub CRM
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1

Hi - looking for some ideas on how to better handle this situation. Currently when we attend trade shows, our RAMs will log meetings at the end of each day (or potentially during the day) with a descriptive around what was discussed with each contact. These are all existing Contacts. We rely on each RAM to type in the correct keyword (ie, VAI 2026) so I can pull reporting on feedback from a show. We are wanting to see the opportunites that are identified at each meeting amongst other info. I’m looking for a foolproof way to ensure the meetings are logged against the correct trade show. Logged Meetings can’t be customised can they, to add a drop-down so the RAM can select the Trade Show they are attending, rather than relying on them to use the correct keyword each time? Or is there a better way to do this other than using Log Meeting? Thanks :slightly_smiling_face:

2

Hey @M_Kelly ,
Actually, you can create custom properties on the Meetings object - if you go to Settings → Data Management → Properties and select Meeting from a dropdown. However these properties are not available yet on the “log a meeting” widget, so in order to edit them you’d have to go to the meetings list page and edit from the table view.

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3

Thanks @EugeneAtKiwi - I found that option to create a custom property on the Meetings object and created the drop-down property ‘Trade Show’. However yes, it’s of no use to me that I can see, as you mention, I can only use it in the Meetings list page which defeats the purpose as I’d need to somehow search through 1000’s of meetings for the Trade Show meetings to then add the Trade Show option which I needed in the first place to enable easy filtering/locating of the Trade Show meetings lol! Would be awesome if the ‘log a meeting’ widget were editable. Thanks for your help!

4

Yeah, that’d definitely be helpful!
I can also think about a semi-helpful and hacky workaround—you could create a dummy Company record for each tradeshow (and make sure to mark this record as a dummy to exclude from reports and such in the future). Then, when logging a meeting, you can associate it with that Company.

After that, you could either just keep this mark as an association or use it to filter meetings and edit them to set the custom property value.

5

Hmmm thinking out loud here, I wonder if I could create a custom object ‘Trade Shows’ then within that have a drop-down property of all the trade shows. Or possibly seperate properties for each trade show (we’re looking at say around 6 per year). Then that could be associated when logging a meeting?

6

That’d be slightly different. If you go with a custom object route:

  1. Create a custom object called Trade Shows
  2. Create a record for each Trade Show (like you do with Companies, for example)
  3. Associate a meeting with a particular Trade Show record

You can also associate the meetings with Campaigns, so that might eliminate the need to build a custom object.

7

Thanks @EugeneAtKiwi - some good info for me to have a think about, thanks for your help!