Meeting and Sales Call Minutes
Taking minutes from sales meetings and customer meetings is easy. In Aptien CRM, you can record all your sales activities in the form of brief notes, which you will see on the specific deal or opportunity, as well as for all meeting participants. Each note is automatically linked to the deal and associated with its participants, and you can also see it in the calendar. This makes it easy to find. You don't have to think about where to save it, the system does it for you.
What types of sales activities can you record?
- In-person meeting
- Phone call from the meeting
- Sent email
- Online meeting
- Any other type of sales activity
How to Log a Business Meeting
- Go to the area where you want to add an activity, such as customers, projects, or sales opportunities.
- Choose the specific customer or project for this activity.
- Click the "Activities" tab.
- Select the type of interaction you're logging (e.g., in-person meeting, phone call, email, online meeting).
- Enter the activity details.
- Save the activity.
What to write down from a business meeting
- Activity type - select the type of business activity
- From - To - time limitation of the activity (setting the date and time)
- Who - add the employees who participated in the activity
- With whom - if the activity was with a person outside your company, enter that contact
- What company - select the company with which the activity is taking place
- Minutes - text field for the minutes
- Conclusion - text field for the conclusion resulting from the activity
- Tasks - enter the tasks resulting from the business activity
You can see the activity set up not only for the business opportunity for which you have set up the activity, but also for the items listed in the "What for" (for the project), "Who" (for the employee), "With whom" (for the contact), and "What company" (for the company) fields. Also, the entry is visible in the calendar.