Location: Settings > Meetings With the button Add New Type you can add a new meeting type. After creating a new type it will appear in the list. In the list you have some extra buttons: Edit type Delete type Clicking the type will open it and show ...
When you open a meeting for the first time you will see the preparation page. We will be going through each part of this page. Top Bars Navigation Bar This will seem familiar as it is seen on every page in SalesNote. You have 3 buttons here: ...
When you open a meeting with the status Ready or Started. We will be going through each part of this page. Note, that most of the data seen here was made during the preparation: Preparing for a meeting Top Bars Navigation Bar This will seem familiar ...
When you open a meeting with status Processing or Finished. We will be going through each part of this page. If it is the first time you open a summary, you can enter a personal score and complete the meeting. Top Bars Navigation Bar This will seem ...
Location: Dashboard > Top right button 'Quick call'. The Add Quick Call button allows you to add a new call (new meeting with type 'Quick Call'). Before using this button you need to take some actions: Create a meeting type for 'calls': Add Meeting ...