Add conversation templates

• Related Articles

• 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: Create a meeting type for 'calls': Add Meeting ...

• Email Templates

  Location: Settings > Email You have 2 types of email Meeting Summary Meeting Preparation With the + button you can add a new template If there is no default template when you add a new template, it will automatically add the default template. ...

• Preparing for a meeting

  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:  ...

• During the meeting

  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 ...

• Adding a new meeting

  Location: Dashboard > Dashboard With the Add New Meeting button you can add a new Meeting Title: Title of the meeting Start: Start of the meeting End: End of the meeting Description: Internal description of the meeting Type: Type of meeting. Based on ...