Users from Sales teams will find this article particularly helpful for keeping your client meetings in order. Don't forget to check out our HubSpot and Salesforce integrations while you're visiting the Help Centre.
If you're meeting with different individuals from a company, it can be helpful to have a way of tracking these meetings across your account.
You can do this by creating a custom tag for that company, and applying it within the notes you have with people from this company. This tag can then be applied into your meeting notes/headers when you meet with someone from this company.
When you search the tag, any notes and streams where this tag was used will populate in your search results. Click here to learn more about search in Fellow.
Tags can be pinned to your home panel for quick, easy access! Simply click into your round user icon in the top left corner, and select "tags" from the drop down menu. Once you locate the tag you wish to pin, you can click the vertical 3 dot menu next to it and add it to your home panel. Click here for more information on customizing your home panel.
Once your tag is pinned in your home panel, you can click into it anytime and the search results for that tag will automatically open to the right.