Every successful call starts with being prepared (duh!). 😅

  1. Click the "+" button to pull up the icons and select the one with the checked off list.
  2. Start typing out qualification criteria like budget, authority, need, timeline— separated by pressing the "enter" key. 
  3. 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!  

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