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Company management
Location: Data > Companies With the button Add New Company you can add a new company Once added, you can open it to go to the detail page. Here you'll find: General company information Contacts linked to this company List of meetings people in this ...
Media management
Location: Data > Media With the button Add File you can add a new file/link. In the new window you can choose to add a file or a link. File This can be any type of file. We suggest using images or pdf files, these work best with browsers and don't ...
Preparing for a meeting
When you open a meeting for the first time you will see the preparation page. We will be going through each part of this page. Top Bars Navigation Bar This will seem familiar as it is seen on every page in SalesNote. You have 3 buttons here: ...
During the meeting
When you open a meeting with the status Ready or Started. We will be going through each part of this page. Note, that most of the data seen here was made during the preparation: Preparing for a meeting Top Bars Navigation Bar This will seem familiar ...
Email Templates
Location: Settings > Email You have 2 types of email Meeting Summary Meeting Preparation With the + button you can add a new template If there is no default template when you add a new template, it will automatically add the default template. ...