Main Menu > Meetings
Meeting Notes
Meeting Notes are all forms of communication; be it phone calls and/or meetings that any user has had with a particular Client or Prospect.
These notes are easily accessible both within a Meeting for ease of reference & in the Activity for each Client.
Adding Meeting Notes (in Chrome)
To add meeting notes after a meeting has been concluded- in Chrome, follow these steps:
Main Menu > Meetings
Past (tab)
Find the Meeting in question & click on it to open Meeting Details
Click Notes on the left
Click Add Note to add your notes - this will log the date & time the note was taken
Click on the date to open the note-taking bar
Enter your Title and Notes as you normally would
Click or press away, anywhere on the screen, away from the note-taking field to save your notes.
Please note that this will then record the new time (or date) that these notes were added - if you were not able to add notes immediately.
Can I edit or delete meeting notes?
Notes taken while in a meeting cannot be edited or deleted.
They stay with the meeting. You can add more notes, as indicated above.
You can only delete any additional notes you took - any notes added after the meeting was concluded.