Click to watch the step-by-step tutorial:
In order to make it easier for you to prepare for your meetings you can ask any questions you may have about your clients.
Here is how you can use this function:
Access the “Contacts” menu and click on a contact you would like to learn information about.
Type in your question and click on “Ask Anything”.
That’s it! You'll receive the answer to your question.
If you would like to know the meeting where the requested information took place, just click on the “View” button.