Meeting Report App 20230915<\/div>
This is the app by which sales representatives record and share the results of meetings with customers. The sales representative registers the appointment in advance and enters the results after the meeting has taken place. After inputting the results, the results of the meeting are automatically shared with the relevant parties by email.<\/div><\/div>\n\n\n
<\/span>Worker (#of Swimlane: 2)<\/div>
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- <\/i><\/span><\/span>Sales Representative (confirmed)<\/strong>\n
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- The member of the sales department who will be making the report (specified in the data item and whose identity has been determined).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span><\/span>Sales Representative<\/strong>\n
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- Members of the sales department reporting back.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Business Flow (Complexity of Workflow: 9)<\/div>\n\n\n\n
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- <\/i>1<\/span><\/span><\/span>1. Schedule entry<\/strong>\n
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- Members of the sales department enter meeting schedules.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>52<\/span><\/span><\/span>2′. Result input<\/strong>\n
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- Members of the sales department enter the results of the meeting (skipping the scheduled entry).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>3<\/span><\/span><\/span>2. Result input<\/strong>\n
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- Members of the sales department enter the results of the meeting.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Business App Variables (#of Data Item: 21)<\/div>\n\n\n\n
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- <\/i><\/span>Sales Representative<\/strong> q_user<\/span>
6<\/code>*<\/span>\n- \n
- ${processInstance.initQuserId}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Lead Type<\/strong> q_leadKind<\/span>
12<\/code>\n- \n
- Stores the type of meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Name of customer representative<\/strong> q_name<\/span>
1<\/code>*<\/span>\n- \n
- Stores the name of the contact person of the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Customer Organization Name<\/strong> q_organization<\/span>
2<\/code>*<\/span>\n- \n
- Stores the organisation name of the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Email Address<\/strong> q_email<\/span>
0<\/code>\n- \n
- Stores the email address of the person in charge of the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Telephone Number<\/strong> q_tel<\/span>
3<\/code>\n- \n
- Stores the telephone number of the person in charge of the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Customer Location<\/strong> q_location<\/span>
5<\/code>*<\/span>\n- \n
- Stores the location of the person in charge of the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Customer Size<\/strong> q_scale<\/span>
39<\/code>\n- \n
- Stores the organisational size of the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Initial Type of Case<\/strong> q_isFirst<\/span>
40<\/code>*<\/span>\n- \n
- Stores whether this is the first meeting as a case with the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Meeting Place<\/strong> q_meetingKind<\/span>
38<\/code>*<\/span>\n- \n
- Stores the manner in which the meeting was conducted.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> Scheduled Meeting Date<\/strong> q_date<\/span>
9<\/code> <\/li>\n\n\n\n- <\/i><\/span> Date of Meeting<\/strong> q_dateResult<\/span>
11<\/code> *<\/span><\/li>\n\n\n\n- <\/i><\/span>Meeting Purpose<\/strong> q_purpose<\/span>
37<\/code>*<\/span>\n- \n
- Stores the purpose of the meeting (selected from the options).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Meeting Time<\/strong> q_time<\/span>
41<\/code>*<\/span>\n- \n
- Stores the time taken for the meeting.<\/li>\n\n\n\n
- 60<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Meeting Purpose Details<\/strong> q_purposeDetail<\/span>
20<\/code>*<\/span>\n- \n
- Stores meeting purpose details (text).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Meeting Details\/Report<\/strong> q_report<\/span>
21<\/code>*<\/span>\n- \n
- Stores meeting results (text).<\/li>\n\n\n\n
- Things to check:\n\nIssues\nTargeted activities\nScale\nSchedule\nDepartment in charge\nCorrelative description of the parties involved\nCompeting products<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Future Actions<\/strong> q_nextAction<\/span>
22<\/code>*<\/span>\n- \n
- Stores actions\/schedules (text) after the meeting.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Attached File<\/strong> q_file<\/span>
23<\/code>\n- \n
- Stores documents prepared for this meeting or received from the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Delivered Materials<\/strong> q_document<\/span>
25<\/code>\n- \n
- Stores material presented to the meeting partner (customer\/lead).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> Materials handed over and other details<\/strong> q_documentOther<\/span>
26<\/code> <\/li>\n\n\n\n- <\/i><\/span> Supplementary Information, Notes, etc.<\/strong> q_memo<\/span>
27<\/code> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n<\/i> Field Name<\/span>,
num<\/code>, Initial Value<\/span><\/p>\n\n\n\n<\/i> Download<\/h3>\n\n\n\n
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- Meeting_Report_App.qar<\/a> (Latest)<\/li>\n\n\n\n
- meeting-report-20230915-en.qar<\/a>\n
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- meeting-report-20230915-en.xml.csv<\/a> (for Importing Data Item Definitions)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/i> This archive can be imported as a Workflow App on BPMS.<\/p>\n\n\n
<\/div>\n\n\n\n<\/i> Arrangement Tips<\/h3>\n\n\n\n
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- It can be improved so that the information is not shared via email, but posted to Questetra’s internal SNS function Open Chat<\/a> or external chat services such as Slack. It can also be improved so that it is linked to calendar appointments using Start: Google Calendar: Event Started<\/a>. (However, Advanced<\/strong><\/span> edition or higher is required for this feature)<\/li>\n<\/ul>\n\n\n\n
<\/i> Capture<\/h3>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/meeting-report-20230915-capture-en.jpg?resize=856%2C229&ssl=1\")
<\/figure>\n\n\n\n<\/i> See also<\/h3>\n\n\n\n
- It can be improved so that the information is not shared via email, but posted to Questetra’s internal SNS function Open Chat<\/a> or external chat services such as Slack. It can also be improved so that it is linked to calendar appointments using Start: Google Calendar: Event Started<\/a>. (However, Advanced<\/strong><\/span> edition or higher is required for this feature)<\/li>\n<\/ul>\n\n\n\n
- meeting-report-20230915-en.qar<\/a>\n
- <\/i><\/span> Supplementary Information, Notes, etc.<\/strong> q_memo<\/span>
- <\/i><\/span>Future Actions<\/strong> q_nextAction<\/span>
- <\/i><\/span>Meeting Purpose Details<\/strong> q_purposeDetail<\/span>
- <\/i><\/span> Date of Meeting<\/strong> q_dateResult<\/span>
- <\/i><\/span>Lead Type<\/strong> q_leadKind<\/span>
- ${processInstance.initQuserId}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Sales Representative<\/strong> q_user<\/span>
- Members of the sales department enter the results of the meeting.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
- <\/i>1<\/span><\/span><\/span>1. Schedule entry<\/strong>\n
- Members of the sales department reporting back.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n