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Meeting Check in

How do I check in to a meeting on my Dashboard?

Updated over 6 years ago

It is important that you check in to your meeting when you arrive at the Prospect or Client so that you may begin taking notes for the Meeting.
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When you have checked into a meeting (face-to-face or call), you will see the Taking Notes Page & you may begin taking your notes.

When you are done taking your notes, you may end the meeting by clicking or pressing this button:
​Chrome: END MEETING
​Android App: FINISH MEETING

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