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 10, 2023
Why is creating a follow-up important? During many of your meetings, you may come up with additional action items that require follow-up. While these can be included in the free text of the meeting notes, they can easily be forgotten as they are not connected to any...
by Mike Perlongo | Apr 11, 2023
When it may be important to find meeting notes By capturing as many meeting notes as possible, you can tap into the invaluable insights contained within them at any time in the future. You can locate notes tagged to a record under the “Interactions”...
by Mike Perlongo | Apr 10, 2023
Why multi-tagging is important to be able to access relevant information When you have conversations with bankers, executives, and advisors, you often refer to various other companies, banks, and people. Therefore, linking these conversations to each relevant item is...
by Mike Perlongo | Apr 10, 2023
How Navatar automatically syncs with your Outlook Calendar to gather your meeting schedule Navatar syncs with your Outlook Calendar. This means that any meetings on your Outlook Calendar will automatically be transferred into Navatar along with the people that are...
