Meetings

Before a presentation, activate the Meetings feature to record your activity while presenting with Showell. After the meeting, view details via Showell Admin e.g. which files were opened, contact info and recorded notes.

Note: CRM features must be activated to use the Meetings feature. 

Start a Meeting from the Top Menu

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  • Open the Top Menu
  • Go to Tools and click Start Meeting
  • Choose the customer you're meeting with
  • Start Meeting
  • Give your presentation, make notes
  • End the meeting via the Top Menu
  • See your notes, the files presented and make additional notes
  • All of the information is stored to Showell Admin

Start a Meeting from the Side Menu

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  • Open the Side Menu
  • Go to Contacts
  • Choose the customer you're meeting with
  • Start Meeting
  • Give your presentation, make notes
  • End the meeting via Contacts
  • See your notes, the files presented and make additional notes
  • All of the information is stored to Showell Admin

Tip: Use meetings to gather useful insights from your sales meetings. The administrator of the sales organization and the sales rep who gave the presentation can easily check which files were shown to the customer. This is especially useful if you have a lot of sales content.