Salesforce notes after the meeting
Salesforce stays. After a meeting or a call, Flowmeets can write the summary and the highlights to the matching contact and opportunity.
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You have an upcoming task with Sara Lind
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options. A three-week pilot with the site managers starts after signing on 14 November.
You sent an email to Sara Lind
Written when the meeting is over
Flowmeets joins Teams, Meet or Zoom as a visible participant. It is for conversations: meetings, calls and email. What can be written to Salesforce is the summary and the highlights after a meeting or a call, on the matching contact and opportunity. Flowmeets matches by domain. You keep Salesforce, with no review step before it is written.
Nordvik confirmed the pilot for phase 1. Sara Lind owns the budget and confirmed 240 000 SEK, excluding options. Mikael Holm leads the pilot on site.
- A three-week pilot with the site managers
- The pilot starts after signing on 14 November
- Who signs for the second site
- Whether the pilot covers calls from the field
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
You have an upcoming task with Sara Lind
You have an upcoming task with Mikael Holm
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
Only the fields you have allowed
Beyond the summary and the highlights, you choose in Flowmeets which fields may be updated. Private, internal and sensitive meetings are not synced.
Read it on the opportunity
The summary can be written to the contact and the opportunity, so the next person finds it in Salesforce. The same note does not have to be pasted in by hand.
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
A contact who was not there yet
If someone in the conversation is not a contact yet, Flowmeets can create the contact.
Everyone in the room knows Flowmeets is there
Online, Flowmeets is a visible participant in Teams, Meet or Zoom. In the room, the meeting is recorded in Flowmeets on the computer or phone you brought. Salesforce can be updated after that conversation.
You opened the opt-out link from your email. Confirm below only if you want this meeting not to be recorded by Flowmeets.
Hi Sara,
Anna Lund has invited Flowmeets to take the notes at tomorrow's site review at 14:00. If you would rather it was not recorded, use the link below and the notetaker stays out.
Both sites use the notes every week. Nordvik wants the new site managers trained in December.
Start date, the two sites and who signs off each week are agreed.
Sara Lind confirmed 240 000 SEK for phase 1.
Every team on the opportunity
Customer success, recruitment and project teams meet the same people sales does. Their summaries can be written to the same contact and opportunity.
