Appraisal Meetings

The Appraisal Meeting component sits at the top of every Lead record page. It tracks whether an appraisal meeting has been scheduled and what the outcome was.

Viewing Meeting Details

Screenshot needed: The Appraisal Meeting component showing meeting details with a colour-coded outcome badge

When a meeting exists, the component displays:

• Subject - Meeting title
• Date/Time - When the meeting is scheduled
• Outcome - Colour-coded badge showing the result
• Notes - Any notes recorded about the meeting

If no appraisal meeting exists, you'll see "No appraisal meeting found."

Outcome Badges

Outcome	Colour	Meaning
Sat	Green	Meeting took place successfully
Cancelled	Red	Meeting was cancelled
No Show	Red	Client didn't attend
Rescheduling	Yellow	Meeting being rescheduled
(none)	Grey	No outcome recorded yet

Setting the Outcome

Screenshot needed: The Set Outcome modal showing the Meeting Outcome dropdown, Sitter lookup, and Notes field

1. Click Set Outcome on the Appraisal Meeting component
2. A modal opens with these fields:
   • Meeting Outcome (required) - Select from: Sat, Cancelled, No Show, Rescheduled
   • Sitter (required when Sat) - Search and select the user who conducted the meeting. This field only appears when the outcome is "Sat".
   • Notes (required when Sat, minimum 5 characters) - Meeting notes
3. Click Save Outcome

When you save an outcome, the following automatic updates occur:

Outcome	Lead Status Change	Other Effects
Sat	No automatic status change	Sets the Sat Date on the lead; records the Sitter
Cancelled	Lead Status → "Cancelled"	—
No Show	Lead Status → "Cancelled"	—
Rescheduled	Lead Status → "Cancelled"	—

Note that the Sat outcome does not automatically change the Lead Status - you may need to update it manually. However, the other outcomes all set the Lead Status to "Cancelled".

Cancelling a Meeting

1. Click Cancel Meeting (red button, only visible when outcome is not "Sat")
2. A modal opens where you can add a cancellation reason
3. Click Cancel Meeting to confirm

Editing Notes

1. Click the pencil icon next to "Notes"
2. Edit the notes in the modal
3. Click Save Notes

Notes are cumulative - each time you save outcome notes, they are appended to any existing notes on the meeting event. This means the full history of notes is preserved.

Real-Time Updates

The Appraisal Meeting component subscribes to Salesforce Change Data Capture. If someone else creates or updates the meeting event while you're viewing the page, the component refreshes automatically.

Scheduling a Meeting

Appraisal meetings are standard Salesforce Events with Meeting_Type__c = 'Appraisal'. To schedule one:

1. Create a new Event on the Lead record
2. Set the Meeting Type to "Appraisal"
3. Set the date, time, and any other details
4. Save the event

The Appraisal Meeting component will automatically detect and display the event.

When an appraisal event is created, the Lead Status is automatically set to "Meeting Booked".

Important Notes

• A lead must have an appraisal meeting with outcome "Sat" before it can be converted to a Client
• The Sitter field only appears in the outcome modal when the outcome is "Sat" - it is hidden for other outcomes
• If you change the outcome after initially setting it, the Sat Date and Sitter fields update accordingly
• The component uses Change Data Capture, so if another user schedules or updates the meeting while you have the page open, it refreshes automatically