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 Meetingflow
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