Every successful call starts with good preparation! 😅

Use the checklist format in notes to get set up with agendas, qualification criteria, to do's, and whatever else you may want a checklist for. We promise it will make your life easier.

Type "( )" or choose the checklist icon from the toolbar. 

When you sync you'll see the items checked or unchecked in Salesforce too. 

Did this answer your question?