You can access the Meeting Objectives setting in the Control Panel to create defaults for Mobile Quote. Once created, the meeting objectives synchronize with Mobile Quote.
To access the Meeting Objectives setting, click the following icon.
This will open the following form.
Add and Manage Meeting Objectives
You can as many new meeting objectives as you would like to.
To add a meeting objective, click New and add the name and content on the form.
You can type or copy and paste content from other sources into the Content field.
You can use snippets if you wish.
You have the option of inserting tags into the Content field. Tags insert fields entered in a quote within Mobile Quote.
Meeting Objectives in Mobile Quote
In the Mobile Quote view, meeting objectives are selectable when creating a new quote.
They display when approving a quote.