Consultation calls

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.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board
💡

Feature Request

Tags

High Priority

Date

5 days ago

Author

Brea Kafentzis

Subscribe to post

Get notified by email when there are changes.