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YourGuide5233
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Eric Wehmeyer

VP of Sales and Marketing for 10 years

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JKalfayan on June 08, 2021
Meetings Viewed in Tasks
Allow meetings to be viewed in tasks or add a new tab at the top of tasks called "meetings" that allows you to view a list of your meetings and quickly update their outcome/status and add notes. Having to go back into the record to do this is a horr read more
Reply Idea Meetings
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YourGuide5233
Member
March 07, 2024
We would like the same thing.
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