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 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
- 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