Meeting notes and contact notes...

Question

Can meeting notes be auto added to contacts with the relevant meeting added as a tag or something so that we can get a better overview of the client relationship history?

Some meetings lead to other meetings and over time notes from each meeting become harder and harder to find - but if meeting notes to auto added to the client it would be a simple matter to open the contact and catch-up on where they were at the last meeting and be best prepared for the next one.

Does this query make sense? Not sure I’m in the right category for this question either...

Really hope this is something that can be done within Calendly.

Kwesi · Answer

I’m speaking about the notes there but I’d like to be able to see them under the main contact.

For context, I was getting ready for a meeting with a client and I remembered taking a note at a previous meeting and was looking for it to bring myself back up to speed, but I’d had 5 meetings with this client so far and couldn’t remember which meeting the note was attached to… and I didn’t guess right the first or second time.

Sure I got it in the end but some of my clients go back a while and the idea of searching 15 meetings to find notes is daunting (and unappealing).

Was hoping there was a way for it to be attached to the main client so you can get an overview of the notes over time.

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