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Step 6 of 7 · Update your CRM (Xplan or IO)~21 min left
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Today's goal· Step 6 of 7
Review the hard facts from the meeting, then push them to your CRM and attach the meeting summary document.
About 3 minutes
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Reviewing hard facts, pushing them to your CRM and attaching the meeting summary document.
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Tick each one off as you go
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The one thing to remember
The client file is updated straight from the meeting.
Next up: Find your way around, and upload a recording
About 3 minutes
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