CRM Deeplink Navigation streamlines the synchronization between your meeting notes and CRM systems. You can seamlessly transition from meeting documentation to CRM management without searching for client records.
This feature provides:
Export History Tracking - View when meeting notes and tasks were saved to your CRM
Direct CRM Links - One-click access to specific CRM entries from meeting history
Seamless Navigation - Direct pathway to CRM records after saving notes or tasks
Where can I find the CRM Export History?
Past Meeting View - Look for the export history icon at the top of the screen, right next to the comments section.
After Saving - When you save notes or tasks to your CRM, you'll see a direct navigation option to jump to the CRM record.
What's tracked in the Export History?
The history captures four types of CRM activity: Meeting Summary saves, Meeting Exports, Preset saves, and Task saves.
Each entry includes timestamps and direct links to the corresponding CRM records, making it easy to verify and access your saved information.