Skip to content
English
Solicitar Asistencia de Marketing
  • There are no suggestions because the search field is empty.

Tip 3. Keep minutes of meetings

Benefit: Client follow-up and immediate access to information, allowing you to view documentation from any device at any time. Organisation, preparation and time savings. You can preview what you’ll be discussing at the meeting, making it easier to document the visit.

Using the mobile or tablet app, once you’ve left the meeting, you can note down the outcome of the topics discussed in the meeting record (you’ll already have written down what you were going to discuss when you planned the meeting).

You can create tasks with next steps or future actions. (Tip 4)