1 - Set up Meeting Notes
Open the notes during meetings by moving your cursor to the right outer side of your screen.
2 - Take Meeting Notes
3 - Log Meeting Notes
There are two ways to log your meeting notes into your CRM:
a) manually add them to your CRM by copying them at the end of the meeting.
b) automatically log them into your CRM. You need to integrate Demodesk with your CRM first to do that.