calls toevoegen in SalesNote

Add calls

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:

  1. Create a meeting type for 'calls': Add Meeting Type
  2. Create a theme or themes as desired: Create theme
  3. Link the meeting type to 'Quick call' at Organization Settings > General: Organization Settings.
  4. Then you can use the quick call at Assistant.

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