Every successful call starts with being prepared (duh!). 😅
- Click the "+" button to pull up the icons and select the one with the checked off list.
- Start typing out qualification criteria like budget, authority, need, timeline— separated by pressing the "enter" key.
- There you have it! You're now completely organized for your next call or meeting.
Use the checklist feature on your next note and we promise it'll make your life easier!