Checklists

Every successful call starts with good preparation! 😅

Use the checklist format in notes to get set up with agenda items, qualification criteria, and whatever else you may want a checklist for. We promise it will make your life easier.

How to create a checklist in a note

1. Type the "( )" shortcut or type "/" on a new line and select "Checklist"

2. When you sync you'll see the items checked or unchecked in your note in Salesforce too.

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