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Assign an Opportunity, Contact or other record in Salesforce to a Vinton meeting

Assign an Opportunity, Contact or other record in Salesforce to a Vinton meeting

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  1. Go to a Vinton meeting in a record object or in the Vinton Library.

  2. Click the Assign a Record button for your selected meeting.

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  1. Click the icon, search for and select the related record(s).

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  1. Click Save.

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