Welcome to SalesNote! - The first steps
This article will help you to set-up SalesNote for the first time. Watch the following video or follow the steps below. Step 1 - Themes Themes are topics that you want to talk about during a conversation. Each theme contains series of questions for ...
01/09/2021 Meeting Types Themes can now be added to Meeting Types 31/08/2021 Questions Answers can now be freely changed A button was added to Show/Hide Disabled Questions You can now change the Theme of a Question Scrolling up and down in the ...
The connection between Teamleader and SalesNote is focused on importing contacts, companies and meetings. You can find this on the following location: Settings > Integrations The steps to connect can be found here: In the top right corner, press the ...
Location: Data > Contacts With the button Add New Contact you can add a new contact. Once added you can open the contact to got to the detail page. Here you'll find: All general data of the contact Company information (if the contact is linked) List ...
Location: Data > Companies With the button Add New Company you can add a new company Once added, you can open it to go to the detail page. Here you'll find: General company information Contacts linked to this company List of meetings people in this ...