How to create a Meeting Note
Sometimes the best way to Get Things Done is to meet in person. OnePageCRM allows you to keep track of all your meetings by adding a Meeting note to your contacts.
- If you add a Meeting note for a contact that is not owned by you, the contact owner will receive a notification. You can turn off auto-notifications in your Preferences. See here.
- You can review the meeting activity on the Activity Reporting page to see how many meetings were made. See here.
- The maximum size of a file that can be uploaded is 10 MB.