@glencornell , all hopes on you. This is an absolutely crucial feature!
- Meeting MUST feature a seperate field (not the description) to write a meeting protocol, which is not reflected in the calender appointment (and therefore not disclosed to the external participant). I am genuinly puzzled how this is not available in a CRM.
- NICE TO HAVE: Define a template for these meeting notes for all employees
- NICE TO HAVE: Reminder functionality to create a task for the responsible sales rep if a protocol is not written after x days after the meeting took place.