New meeting
How to use this window
Use this window to plan a meeting with a relationship manager. Account holders (both business and non-business) and statutory representatives can plan a meeting directly. The number of planned meetings is not restricted.
If it is not possible to plan a meeting directly, Contact for reply screen opens. In that case, KB will call back to plan a meeting with a relationship manager.
Description of the window and its elements
| Element | Description |
| Reason for meeting | Use this drop-down list to specify the reason for meeting.. |
| The product you want | Use this drop-down list to specify the product category for the meeting. The selection is available if the reason for the meeting "I am interested in a new product" is selected. |
| Detailed description (up to 250 characters) | A text field to enter details of the planned meeting (such as the topic to be discussed, the product to be concluded, etc.) |
| Display sent form | Press this link to display the sent form associated with the meeting. The link is displayed only if a form exists. |
| Meeting date | Use this drop-down list to specify the meeting date. Only days available for planning can be selected. You can choose the date using the associated calendar. |
| Meeting start time | Use this drop-down list to specify the meeting start time. Only times available for planning can be selected. |
| Meeting end time | This is filled in automatically according to the meeting start time. |
| Time line | A graphic indication of the meeting within the framework of the selected day. Vacant and busy times are differentiated by color. Click on the required date to select the time of the meeting on the time axis. |
| E-mail address for sending notifications of meeting | Use this field to enter the e-mail address - a notification of the planned meeting will be sent to this address. |
| Phone number for replying | Use this field to enter the contact phone number for replies concerning the planned meeting. |
| Location (branch address) | The address of the branch where the meeting will be held. |
| Relationship manager | Name and surname of the relationship manager with whom the meeting will be held. |
| Contact for reply button | Press this button to open the Contact for reply screen to plan for a reply phone call from KB. |
| Send meeting request to relationship manager button | Press this button to plan the requested meeting. |
MojeBanka Business