New User Setup – Video Walkthrough

In addition to the New User Setup article, this video provides a brief introduction to Meetingflow, and steps to ensure you're set up to get the most out of Meetingflow!


Other Help Articles
Configuring CRM with Meeting Flow
How to Select and Change a CRM Preset
New User Setup
How to Create a CRM Preset
How to Create a Custom AI Shortcut
How to Share a Call Recording with External Meeting Attendees