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Log Meetings to SFDC + Slack

Use Coda to track meeting notes. At the end of the call, log the meeting to Salesforce with a click of a button.
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Review proposal for additional services
10/18/2021, 3:00 AM
Weekly Check-in Call
10/21/2021, 3:00 AM
Review new program roll-out
10/26/2021, 3:00 AM
Review proposal for additional services
Contact Name
Deleted Row
Account
Deleted Row
Date
10/18/2021, 3:00 AM
Duration
30
Meeting Notes
Summary:
Discussed the team’s questions on proposal dated 10/15
Approval needed from Sandy before green light
Overall, demo was positive but budgeted lower than the estimate

Action Items:
Follow up with Sandy re: bulk discount question
Made discussed changes to section D and send to team for final review

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