Meeting booked note
CRM note.
- Snippet
- Sales admin
- 5 blanks to fill
Meeting booked with Name (Role) at Company for today. Source: Source. Pain: Pain. Orange words are blanks you have not filled yet. Blue words fill in by themselves, such as today’s date or a random pick. Press ⌘ Return to copy.
About this template
CRM note.
- Category
- Sales
- Pack
- Sales admin
- Type
- Snippet, a short message
- Asks for
- Name, Role, Company, Source, Pain
Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.
Template source
The template as written, with its blanks in double braces, such as {{Name}}.
Meeting booked with {{Name}} ({{Role}}) at {{Company}} for {{Date}}. Source: {{Source}}. Pain: {{Pain}}.