144
In our current CRM we use a custom object to record and share meeting notes. I've seen, but haven't tried the Teams integration where it will provide a transcript of a meeting. It also seems to allow highlighting of particular snippets of the call. Has anyone used this or something similar to document important sales meetings that need to be shared with others within the company.
I don't think the out of the box appointments is going to get the job done for our specific needs.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,552
Super User 2024 Season 2
#2
Martin Dráb
228,552
Most Valuable Professional
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (