by Mike Perlongo | Apr 11, 2023
Am I notified that I need to enter a meeting note at the Contact/Firm/Deal level? All notifications related to a record can be viewed from the record page. When Navatar attaches meetings from a user’s Outlook calendar to relevant individuals, the user will...
by Mike Perlongo | Apr 11, 2023
Why do these notifications show up when I login? Log In notifications are designed to keep you informed of all relevant activity in Navatar. We’ve automated much of the data entry required to capture insights from your calls and emails, and the notifications...
by Mike Perlongo | Apr 11, 2023
How do I search a topic across multiple tagged records? Navatar’s Research tool lets you identify trends and topics by searching all meeting notes and documents within the system. Simply go to the “Research” tab on the Quick Links bar at the bottom...
by Mike Perlongo | Apr 11, 2023
Where can I see meeting notes on the record level? On any record page, you can view all the meetings, calls, and emails associated with that record in the “Interactions” window located in the top-right corner of the page. By default, this window displays...
by Mike Perlongo | Apr 11, 2023
Where can I see meeting notes on the record level? On any record page, you can view all the meetings, calls, and emails associated with that record in the “Interactions” window located in the top-right corner of the page. By default, this window displays...
