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 your conversation.
You can make themes available both internally and externally.
Location: Settings > Themes
Step 2 - Questions
Create questions for each theme.
For each theme you have several tree structures with question/answers that always follow each other.
Location: Settings > Questions
Step 3 - Meeting Types
Create some types of conversations you may encounter.
e.g. an intake interview, a closing meeting, ...
Location: Settings > Meetings
Step 3.1 - Default Tasks
You have now created your different types of conversations, now you can provide standard preparation and follow-up tasks for each type.
For each task you can set how much before or after a meeting it should be. This always takes the starting moment of the meeting.
Location: Settings > Meetings
Learn more about tasks: Tasks
Step 3.2 - Default Themes
After creating the tasks, we suggest you select some themes that will always come up during this type of meeting.
Location: Settings > Meetings
Learn more about tasks: Themes
Finally we will add some default media that will be available during your meeting.
You may also set the default External Video this way.
Location: Settings > Meetings
Learn more about tasks: Media
Step 4 - Email Templates
Create email templates for both preparation mail and report mail
We recommend that you use the title of the meeting as the subject. This can be done with the variable $$meetingTitle$$.
Below is an example of what these emails might look like.
Preparation mail:

Best,
In the following link you will find more information about the appointment '$$meetingTitle$$'
$$externalMeetingUrl$$
On this page you can find a video, as well as the topics that will be discussed. If anything is unclear, feel free to let us know!
Kind regards
$$organizerFirstname$$ $$organizerLastname$$
Report email:

Hello,
Thanks for our meeting
Attached you can find the report of what we have discussed.
Kind regards
$$organizerFirstname$$ $$organizerLastname$$
Location: Settings > Email