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 ...
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 ...
Location: Data > Media With the button Add File you can add a new file/link. In the new window you can choose to add a file or a link. File This can be any type of file. We suggest using images or pdf files, these work best with browsers and don't ...