Meeting memos RRS feed

  • Question


    We are trying to work out the best way to create minutes of meetings in relation to accounts / appointments in CRM.
    We are struggling a bit with what is the best way to go, and I find very little to no inspiration online.
    So - I hope some of you have walked that path before us.

    Please share your suggestions and ideas. They will be greatly appreciated. 

    Best regards, Henrik Notlev

    Monday, September 11, 2017 11:35 AM

All replies

  • Henrik,

    I think the best way would be a custom layout for you you can contact me directly if you would like to get that done?

    Monday, September 11, 2017 5:02 PM