Meetings, Calls and Tasks
What are meetings, calls and tasks, and why do they matter
7 articles
- CallsWhat are calls in Saleboat?
- Create a meeting or callHow do I create a new meeting or call with a customer?
- Create a TaskHow do I create a task?
- Meeting and call check-inHow do I check into a meeting or call on my dashboard?
- Meeting DetailsWhat are meeting details?
- Meeting NotesWhat are meeting notes? Can I add more notes after my meeting?
- TasksWhat are tasks?