Lastly, it’s possible to use the audio recording function in OneNote to record meetings however we would not recommend this in a Sales Meeting. You can design your own page for Meeting or Project Notes and save it as a template for easy access every time you need it.
For Salesforce users you can set up an integration with OneNote via Zapier Integrations here. Most Salespeople may prefer to keep these types of notes inside their CRM and there’s a great article here on how to integrate OneNote with Microsoft Dynamics 365. We record these “next steps” using the Outlook Tasks integration inside OneNote which automatically adds this to Task in Outlook. In addition to capturing those details we included a visual prompt to help us remember the most important questions and finally, the very last question captures any Next Steps that are agreed. All together it was just too much information for us to remember so we created a simple template in OneNote based on a Word Document we’d been using. In addition to capturing the usual meeting details like attendee names and telephone numbers, we wanted to capture details like the Buyers Primary Sensory Dominance and their Personal DiSC style. Once you select this option, the default email client will open, allowing you to select recipients and send a copy of the selected OneNote page.Everyone knows the importance of taking accurate notes during a Sales Meeting with prospects and customers, however, we always found it difficult to remember the questions and steps that we needed to follow in our Sales Process. Email Copy of Page: This is an excellent way to share a single page without disclosing the contents of your entire notebook.Copy Link to Notebook: If you want to share your notebook with many people in your organization, you can send them a link exclusive to your notebook.Then, you can easily grant the receiver editing or viewing permissions. Share Entire Notebook: If you wish to share your entire notebook with a specific person, you must first obtain that person's email address.Microsoft OneNote provides three different methods for sharing your notes. Alternatively, click the Share button at the top right corner.
After capturing and organizing your notes, you can immediately share them with your friends, coworkers, and team members.įor sharing a notebook, you must navigate to File > Share and choose the required options.
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