Create and utilize custom templates to take sales meeting notes based on popular frameworks like BANT and MEDDIC.
Customizable note templates
You can now create your own note templates or choose from pre-built templates based on established sales methodologies. These templates provide an organized structure for your sales meeting notes, ensuring that you capture important information consistently.
You can build your own templates or use one of the prebuilt ones:
Relate Discovery Method
Learn more about discovery methods:
Improvements and Fixes
Improved: Zapier 3.7.0 — added Find/Create/Update deal actions and Zapier now displays detailed error messages when record creation or modification fails
Improved: Relate now disallows replying/forwarding when the thread owner (to, cc, bcc) is not present in the email.
Improved: Changed the organization detail page’s org website URL section to be in-place editable.
Fixed: Fixed an issue where cc recipients not registered as contacts were omitted in “reply all.”
Fixed: Fixed an issue where cc recipients were not properly set when replying to a cc’d email.
Fixed: Fixed an issue where it was not possible to send the email during draft auto-save.
Fixed: Fixed an issue where email templates could not be created/edited/used on the inbox page.
Fixed: Fixed an issue where the number of deals filter was reset when saved in the data view.
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