Recapping a Meeting with the Mobile App

Desktop Plus settings and user administration are managed in the Desktop Plus web portal. Once account configuration is completed, the Desktop Plus experience shifts to the mobile application. All users receive an automated email once they have configured their accounts with instructions to download the LinkPoint Connect: Desktop Plus mobile application. In this section, you will learn how to recap a meeting with the LinkPoint Connect: Desktop Plus mobile application. While screenshots demonstrate functionality on the iOS platform, the application operates the same for Android system users.

Warning: Before you can complete a Meeting Recap, you must complete the Setup Wizard. The Setup Wizard includes steps to create your user name and password as well as to connect to Salesforce.

Tip: A Meeting Recap is a collection of questions (and their responses) regarding a specific record in Salesforce such as an Opportunity or Account.

Click the images throughout the Knowledge Base to see full size versions of screen captures.

Download the LinkPoint Connect: Desktop Plus mobile application to your device via the links provided in the Getting Started email.

Tip: You can download the mobile application to more than one device for use with your account. Many users choose to install on both their mobile phone as well as a corporate issued tablet.

Launch the LinkPoint Connect: Desktop Plus application on your mobile device.

Enter the Username and Password you created in the Setup Wizard for the Desktop Plus web portal, and then tap the Log In button.

Review the Meeting Recaps screen. This screen will be empty for new users who have not started a Meeting Recap. Returning users will see a listing of all Meeting Recaps related to their account.

Select the main menu icon and tap New Recap to start a Meeting Recap and submit your meeting notes or feedback.

Advance through the presented questions, selecting from predefined answers or enter content in the available text, number, or date fields as needed. Your submissions will be mapped back to specific Salesforce fields once complete.

Tip: A Meeting Recap is collection of questions (and their responses) regarding a specific record in Salesforce such as an Opportunity or Account.

Warning: Use the Next and Previous buttons to move between questions and save your answers. Tapping the main application back button < will exit the questionnaire and will not save your answers.

Review any Open or Closed Meeting Recaps on the Meeting Recaps screen. Tap the Play icon to launch the Meeting Recap and update or answer any remaining items.

Tap the List icon on the Meeting Recaps screen to view a listing of all questions and their corresponding answers, where provided. Tap any question to update a submission.