Meeting Assistant provides a user-friendly agenda editor tool. It helps you easily prepare and decide which meeting notes or discussion items should be linked to specific Objects/Fields.
- Link action points to specific Objects. For example: Contact.
2. Link questions/ discussion items to specific Fields from specific Objects. For example: Contact Description from Contact.
Meeting Assistant is a third-party app on Salesforce AppExchange – the biggest apps marketplace for business using Salesforce CRM system. It helps employees in Sales, Consulting, Customer Service prepare better for their meetings with clients, eliminate CRM data entry, increase work productivity and open more sales opportunity for the company.
Meeting Assistant provides: