I offer free consultation calls to potential clients before they become signed clients. I currently use the session record feature to record the phone call on speaker and then use the assistant to create a consultation call for the session. It would be great to have “phone call” as an option for where the session took place and to have “consultation call” as a type of note option.
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In Review
Feature Request
High Priority
5 days ago

Brea Kafentzis
Get notified by email when there are changes.
In Review
Feature Request
High Priority
5 days ago

Brea Kafentzis
Get notified by email when there are changes.