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 the "( )" shortcut or type "/" on a new line and select "Checklist".

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

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