Skip to main content

Past Meetings - Android App

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

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.

Did this answer your question?