How to add a Note to your 1:1 Agenda

This tutorial shows you how to add a note to your 1:1 Agenda in ShareBuilder CRM, ensuring your meetings are focused, collaborative, and actionable.

What

The Notes section within the 1:1 Agenda in ShareBuilder CRM allows Sellers and Managers to jot down key talking points, questions, or reminders ahead of, or during, a one-on-one meeting.

Notes can include anything from updates on proposals, thoughts about new prospects, to topics that deserve deeper discussion.

Help center

Help center

How to add a Note to your 1:1 Agenda

This tutorial shows you how to add a note to your 1:1 Agenda in ShareBuilder CRM, ensuring your meetings are focused, collaborative, and actionable.

What

How