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Past Meetings - Android App

Can I see my past meeting notes in the Saleboat App?

Updated over a month ago

All of the notes ever made with your Clients or Prospects are available to you.

These are easily accessible from your device & you can find them here:

​Main Menu > Meetings > Past

The above image is an example of a list of meetings that have been attended. When you press on a meeting, you are presented with this screen:

Here you have a quick view of the meeting details:

Date & Time

Duration

Location

Meeting Type

The Contact with whom the meeting took place

Notes taken during the meeting.

When you are checked into a meeting, there is a PREVIOUS tab that you can press to access the notes that were taken at previous meetings.

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