Manual Meetings & Notes

Around each deal, two entities track sales activity. Meetings record appointments (with objective, internal and external participants, minutes). Notes capture free-form observations as they happen (call, email, follow-up, decision). Together, they let any colleague pick up a deal without losing any information.

Left-hand side menu: Deals → Meetings or Notes.

Each meeting shows its date / time, the linked deal, the objective, the internal members present, the partners invited and the customer.

Meeting columns

Click New. Choose the deal, the date / time, the objective, select the internal members and partner contacts, then save.

Fields captured

The meeting's description serves as the minutes. Always fill it in: decisions made, outstanding points, next steps.

Notes are free-form observations linked to a deal: each row shows the deal and the description. The author and the date are recorded automatically.

Click New. Choose the deal, write the description, then save: the author and the date are added automatically.

Meetings and notes, together with quotes, form the chronological journal of a deal. The deal's detail record groups them together to reconstruct the whole history of the opportunity.

flowchart TB
  AFF([Deal / opportunity]):::aff
  AFF --> R[Meetings
Appointments + minutes]:::r
  AFF --> N[Notes
observations]:::n
  AFF --> D[Sales cycle quotes]:::d
  R --> H[(Complete history
of the deal)]:::h
  N --> H
  D --> H
  classDef aff fill:#E0F2F4,stroke:#1A8EA5,color:#0E6B78;
  classDef r fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef n fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6;
  classDef d fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d;
  classDef h fill:#D1FAE5,stroke:#10B981,color:#065F46;

Indicative matrix — depends on the profiles defined in your company.