Log Meeting on Demand in Salesloft allows you to retroactively record details of past, unscheduled meetings. By logging these interactions, you ensure a complete activity history for more accurate reporting, better data-driven insights, and a comprehensive view of all your sales activities.
In this article, you will learn how to log a meeting on demand including:
Before you can log meetings on demand, there are some important things you should know:
- When you log a past meeting, only contacts who already exist as a Person in Salesloft can be added.
- If the meeting doesn't sync to your CRM, you will see a sync failure notice. The meeting will still be saved in Salesloft.
- Be sure to complete all required fields, including: date, time, and at least one attendee. These fields are required to save the meeting.
Not every meeting makes it onto the calendar. When a quick call or unexpected visit turns into something worth tracking, the Log Meeting button allows you to record those spontaneous interactions.
The Log a Meeting button lives on the Person Profile Activity Feed, where you can quickly add meeting notes.
To log a past, unscheduled meeting from your computer, follow these steps:
- Navigate to a Person page: Go to the Person or page for the meeting you want to log.
- Select the “Log” button: From the Person Information Panel, click the plus sign and choose Log Meeting. A new window will open.
- Fill out the meeting details: Input key information about the meeting.
- Attendees: Add internal and external attendees who were part of the meeting. Note that attendees must already exist in Salesloft.
- Meeting Type & Title: Select a meeting type from the dropdown and give your meeting a descriptive title.
- Notes: Use the rich text editor to add any important notes or takeaways from the conversation.
- Date, Time, and Duration: Specify when the meeting occurred and how long it lasted. The date picker is designed for past meetings and will not allow you to select a future date.
- Save and view the logged meeting: At the bottom of the pop up window, click the Log Meeting button to save the meeting. The meeting will now appear in the activity feed.
The logged meeting will appear in the activity feeds for the associated Person records. Activity will also be synced to your connected CRM.
To log a past, unscheduled meeting via Salesloft Connect, follow these steps:
- Navigate to a Person page: Search for the Person you want to log a meeting for in the Salesloft Connect extension.
- Select the “Log” button: From the Person Information Panel, click the plus sign and choose Log Meeting. A new window will open.
- Fill out the meeting details: Input key information about the meeting.
- Attendees: Add internal and external attendees who were part of the meeting. Note that attendees must already exist in Salesloft.
- Meeting Type & Title: Select a meeting type from the dropdown and give your meeting a descriptive title.
- Notes: Use the rich text editor to add any important notes or takeaways from the conversation.
- Date, Time, and Duration: Specify when the meeting occurred and how long it lasted. The date picker is designed for past meetings and will not allow you to select a future date.
- Save and view the logged meeting: At the bottom of the pop up window, click the Log Meeting button to save the meeting. The meeting will now appear in the activity feed.
The logged meeting will appear in the activity feeds for the associated Person records. Activity will also be synced to your connected CRM.
- CRM Sync: Manually logged meetings will sync to your CRM as a completed activity, just like other Salesloft activities. If a sync fails, you will receive a notification.
- Chrome Extension: In addition to the steps defined above, the ability to Log a Meeting on Demand is also available in the Salesloft Chrome Extension.
- Unscheduled Meetings: This feature is specifically designed to capture activities like spontaneous in-person visits, "walk-ups," or meetings that were not scheduled via your calendar. It is not a tool for scheduling future meetings. To schedule future meetings, use the Book a Meeting tool.
- Bulk Logging: This feature does not support logging multiple meetings at once (e.g., for a trade show). You must log each meeting individually.
- Analytics: Logged Meetings will contribute to your Salesloft Analytics and are treated exactly like meetings synced. Manually logged meetings will be distinguished from meetings scheduled via calendar integration in the Activity Feed.
- Explore your Analytics to see how logged meetings contribute to your overall activity metrics.
- Review your Person activity feeds to ensure all your interactions are accurately captured.
