6<\/code> *<\/span>- ${processInstance.initQuserId}<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Lead Type<\/strong> q_leadKind<\/span>
12<\/code> - Stores the type of meeting partner (customer\/lead).<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Contact Name<\/strong> q_name<\/span>
1<\/code> *<\/span>- Stores the name of the person in charge of the meeting (customer\/lead).<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Organization Name<\/strong> q_organization<\/span>
2<\/code> *<\/span>- Stores the organization name of the meeting partner (customer\/lead).<\/li><\/ul><\/li>\n
- <\/i><\/span> Email Address<\/strong> q_email<\/span>
0<\/code> - Stores the email address of the person in charge of the meeting (customer\/lead).<\/li><\/ul><\/li>\n
- <\/i><\/span> Telephone Number<\/strong> q_tel<\/span>
3<\/code> - Stores the phone number of the person in charge of the meeting (customer\/lead).<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Location<\/strong> q_location<\/span>
5<\/code> *<\/span>- Stores the location of the person in charge of the meeting (customer\/lead).<\/li><\/ul><\/li>\n
- <\/i><\/span> Client Scale<\/strong> q_scale<\/span>
39<\/code> - Stores the organization size of the meeting partner (customer\/lead).<\/li><\/ul><\/li>\n
- <\/i><\/span> Initial Case Type<\/strong> q_isFirst<\/span>
40<\/code> *<\/span>- Stores whether this is the first meeting with the meeting partner (customer\/lead).<\/li><\/ul><\/li>\n
- <\/i><\/span> Meeting Medium<\/strong> q_meetingKind<\/span>
38<\/code> *<\/span>- Stores the method used to conduct the meeting.<\/li><\/ul><\/li>\n
- <\/i><\/span> Scheduled Meeting Date<\/strong> q_date<\/span>
9<\/code> <\/li>\n- <\/i><\/span> Meeting Date<\/strong> q_dateResult<\/span>
11<\/code> *<\/span><\/li>\n- <\/i><\/span> Meeting Purpose<\/strong> q_purpose<\/span>
37<\/code> *<\/span>- Stores the purpose of the meeting (selected from options).<\/li><\/ul><\/li>\n
- <\/i><\/span> Meeting Duration<\/strong> q_time<\/span>
41<\/code> *<\/span>- Stores the time taken for the meeting.<\/li><\/ul>
- 60<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Meeting Purpose Details<\/strong> q_purposeDetail<\/span>
20<\/code> *<\/span>- Stores the meeting purpose details (text).<\/li><\/ul><\/li>\n
- <\/i><\/span> Meeting Details\/Report<\/strong> q_report<\/span>
21<\/code> *<\/span>- Stores the meeting results (text).<\/li><\/ul>
- <Things to check\uff1e\n\n\u30fbTasks\n\u30fbTarget Business\n\u30fbScale\n\u30fbSchedule\n\u30fbDepartment in charge\n\u30fbCorrelation of related parties\n\u30fbCompeting products<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Future Actions<\/strong> q_nextAction<\/span>
22<\/code> *<\/span>- Stores actions and plans (text) after the meeting.<\/li><\/ul><\/li>\n
- <\/i><\/span> Attachements<\/strong> q_file<\/span>
23<\/code> - Stores materials created for this meeting and materials received from meeting partners (customers\/leads).<\/li><\/ul><\/li>\n
- <\/i><\/span> Distributed Materials<\/strong> q_document<\/span>
25<\/code> - Stores materials presented to meeting partners (customers\/leads).<\/li><\/ul><\/li>\n
- <\/i><\/span> Distributed Materials – Other Details<\/strong> q_documentOther<\/span>
26<\/code> <\/li>\n- <\/i><\/span> Supplementary Notes<\/strong> q_memo<\/span>
27<\/code> <\/li>\n- <\/i><\/span> AI System Role<\/strong> q_AI_System_Role<\/span>
4<\/code> - You are a sales leader.<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> AI Completion<\/strong> q_AI_Completion<\/span>
8<\/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- meeting-report-20231003-en.qar<\/a>\n
- meeting-report-20231003-en.xml.csv<\/a> (for Importing Data Item Definitions)<\/li><\/ul>\n<\/li><\/ul>\n\n\n\n
<\/i> This archive contains the BPMN icons that are not available in the Basic edition.<\/p>\n\n\n<\/div>\n\n\n\n<\/i> Arrangement Tips<\/h3>\n\n\n\n\n- Sharing with stakeholders can be modified to automatically post to Questetra’s internal SNS function Open Chat<\/a> or external chat services such as Slack, rather than via email.<\/li>\n\n\n\n
- It can be modified to automatically start in conjunction with calendar appointments using Start: Google Calendar: Event Started<\/a>.<\/li>\n\n\n\n
- \nThe integration part with ChatGPT can be modified to work with Azure OpenAI Service (AOAI) by replacing it with the add-on XML Azure OpenAI Service #Chat: Interact with Parameters<\/a>.\n
\u203b However, Professional<\/strong><\/span> Edition is required for some of the above improvements\n<\/li>\n\n<\/ul>\n\n\n\n