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
  • 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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