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Past Meetings - Saleboat Android App
Past Meetings - Saleboat Android App

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

Updated over 6 years 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:
โ€‹
โ€‹Main Menu > Meetings > Past

The above image is an example of a list or 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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