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Home > 1x1 Meetings > Meeting Scheduling > Simultaneous Meetings for a Company in non-Groups mode (eg Investor Conference)
Simultaneous Meetings for a Company in non-Groups mode (eg Investor Conference)
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This help item principally addresses a moderated meeting program with a company target.  For example an Investor event, in non-groups mode.

The situation addressed is where a Company has a large number of requests received.  But it only has a few times slots.  However it can make both its CEO and its CFO available for separate simultaneous meetings.

(This replaces the workflow where the company would crate a mirror copy of itself to handle the second set of meetings)

Now, Admin can assign the "Number Diaries" field to the Admin version of the Company Contact page.    Leave the field blank and it acts as a regular company.

From the Meeting times page, its the usual behavior:

  • no multiple meetings at 9am..
  • Add meeting button lets you add someone to the existing 9am only
  • likely some reps are in meeting tied and they go in automatically to meetings.
  • click someone from the left and there is no popup - straight into the meeting

However, for the exception companies who need multiple tracks - set Number Diaries to 2 or more.  This makes the foillowing changes for just that company.

  • All Reps are converted to Meeting Tied=N.  They will not be automatically added to any new meetings created.  for that company, Reps must be added by hand to each meeting.
  • clicking from names on the left gives a popup showing colleagues from both sides - the company and the investor.  Select who will be in each meeting by checking names in the popup form.
  • Add Meeting (at the top of the Meeting Times page) button allows creation of a second 9am meeting.  Select the counterparty by searching in the Attendee box.   Choose a time.  If the time selected is one that contains an existing meeting - a second meeting will be created.    (this is in contrast to the normal non-groups mode - where it would allow you to add the person to the existing meeting, not create a new one for the same time slot)

Moving from Blank to Number Diaries = 2

  • any existing meetings with Tied Reps - the Reps are untied but left in the Meetings
  • Reps need to be added 1 by 1 to newly created meetings
  • Meeting Tied no longer works for that company.

Moving from Number Diaries=2 to blank

  • Be sure to remove any second meetings for each time slot first.
  • Reps are NOT automatically put to meeting tied. Any Reps have to be set back by hand.
  • best to first set diaries to blank and then set Reps to Tied. 
  • Reps are added to any meetings they are not currently in with the parent.  Effectively added to all meetings.
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