Capturing Meeting Recaps & Insights

Overview:
Use Notes to record key points, decisions, and action items from calls or meetings—keeping everyone on the same page.

Steps:

1. Open the customer record and select the Notes tab.

2. Click + New Note.

3. Enter a descriptive Title (e.g., “Q1 Strategy Call with Acme Corp”).

4. In the body, jot down Recap, Decisions Made, and Next Steps.

5. Click Save to add the note to the timeline.

Tips & Best Practices:

• Start each note with a date/time stamp and meeting type for quick scanning.

• Use bullet points or numbered lists to keep recaps concise and scannable.

• Tag colleagues with @username for follow‑up responsibilities.

Troubleshooting / FAQs:

• My note didn’t save: Ensure you clicked Save and that you have “Create Notes” permission.

• Notes tab not visible: Check that the Notes module is enabled under Settings → Module Management.