How to add meeting notes at event level

Modified on Sat, 23 Sep 2023 at 08:50 PM

Adding meeting notes in Leadmonk can help you keep track of important details and information related to your appointments. This documentation will guide you through the steps to add meeting notes at the appointment level within Leadmonk.

1. Go to the Meetings Page

  • Log in to your Leadmonk account.
  • Navigate to the "Meetings" page, which is typically located in the main navigation menu.

2. Locate the Meeting

  • On the "Meetings" page, find the specific meeting for which you want to add meeting notes. This could be an upcoming appointment or a past meeting.
  • Click on the meeting to open the meeting details page. This page provides a comprehensive overview of the meeting details.

3. Access the Meeting Notes Tab

  • On the event details page, locate the "Meeting Notes" tab. 
  • Click on the "Edit meeting notes" button within the "Meeting Notes" tab. This action allows you to make changes to the notes field and add new information.

4. Enter Meeting Notes and Save

  • Once the notes field is editable, enter the meeting notes relevant to the appointment. Include any details, discussions, or important points worth recording. You can also format the text if needed.
  • After entering the meeting notes, click the "Save meeting notes" button to save the changes. The meeting notes will now be associated with the specific event within Leadmonk.

By following these simple steps, you can easily add meeting notes to your meetings in Leadmonk. Adding meeting notes at the meeting level helps you maintain comprehensive records and ensures that important information is easily accessible when needed. Use this feature to keep track of discussions, decisions, and any other pertinent details related to your meetings within Leadmonk.

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