New User Setup – Video Walkthrogh

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
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
How to use Tags in Meetingflow