When the Showell CRM and/or HubSpot integration is enabled, you can start a meeting within Showell to record your activity while presenting. Afterwards, view the meeting's details within your notes, Showell Admin or HubSpot.
➡️Meetings:
- With meetings you'll be able to record and track your whole sales pitch.
- Any notes your write or content you showcase, will be recorded in the meeting summary.
- Afterwards you can share the summary to your customer or simply double check what the customer truly was interested about, or if there were documents the customer wanted to receive in a share.
- Your Meetings will also be available in HubSpot, if the integration has been enabled.
👉This article will inform you on how to start a meeting within the Showell App.
💡For more information:
- App: Contacts and customers
- CRM functionalities and integrations
- Admin: Contacts and customers
- Admin: Meetings
➕ If you'd like to know more about Showell's CRM or the HubSpot integration:
How to start a meeting
- There are 2 ways to start a meeting:
- From the top menu
- Open the Top Menu
- Go to Tools and click Start Meeting
- Choose the contact you're meeting with
- Start Meeting
- From the top menu
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- From the side menu
- Open the Side Menu
- Go to Contacts
- Choose the contact you're meeting with
- Click the 3 dots next to the contact name > Start Meeting > OK
- From the side menu
- Give your presentation and make notes
- To end the meeting:
- In the Top Menu, click the contact's initials (meeting)
- Review the meeting summary and click End
- In the Top Menu, click the contact's initials (meeting)
💡Once the meeting is over:
