What you can do: Add Notes During the Meeting
During the meeting, you might need to quickly take notes in a free form, which only you and your team will see. For this purpose, you can use the In-Meeting Notes feature.
How: Step-by-step directions on how to do that:
1. Navigate to the Meetings > select a contact > navigate to the meeting you need to make notes for.
2. Press the "Add In-Meeting Notes" button and just start typing.
3. You can save the notes in Pulse360, sync them over to your CRM, or print them out.
Saved in Pulse360, the note will sit as a red dot on the In-Meeting Notes button. This shows you or your team members that free-form notes have been added to this contact.
In your CRM, your notes will appear as below. In this example, we are using Salesforce, but it will also sync over to Wealthbox and Redtail.
Tips
If you have an iPadOS14 that supports Apple Pencil, you can use it and Scribble to enter text. Scribble converts your handwriting to text.
On the latest iPad models (12 and later), In-Meeting Notes also support speech recognition.
In-Meeting notes autosave every 5 mins.