Take notes during a meeting and send them to your customer via email.

Make Notes

  • Tap the top menu bar
  • Tap Note
  • Type in your notes
  • Tap Tools to create a new note and to share or delete your notes
  • Tap Notes to access all of your notes

Tip! If you have the CRM features enabled, you'll also find here the notes you've made while using the Meetings feature.