1:1 Meeting Notes
Track goals between managers and reports in the context of live CRM data.
Transparency and teamwork between employees and managers can lead to increased trust, productivity, and job satisfaction. Use this 1:1 template to track your book of business, review and discuss ongoing client relationships, and track where you are relative to your goals. With 1:1 templates in Salesforce, you can easily assign action items, notes, and status updates in the context of your work. For recurring meetings, just add a new section in the document so all your meeting notes live in a single place.
Salesforce Record Data
The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.
@mentions
Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.
Checklists
Assign teammates action items with due dates to follow up on deliverables that come out of customer meetings.
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