How to take minutes of business meetings

Last updated: 2021-07-08

Minutes of business meetings and meetings

Keeping minutes of business meetings and appointments is easy. In Aptien CRM, you have the ability to record all your business activities in the form of brief minutes that you can see both at a specific business opportunity and for all meeting participants. Each minute is automatically linked to the business opportunity and associated with its participants, and you can also see it in the calendar. It's easy to keep track of. You don't have to think about where to save it, the system does it for you.   

  • What types of business activities you can record
  • Personal meeting or negotiation
  • A phone call from a meeting
  • Email sent