Custom Note Template

You can edit the name of the "note" but it would very helpful to be able to define a template in the field. In all of my notes I follow a templated way to ensure that I'm connecting with the other person.

Who referred me:

Personal Info:

What did they talk about:

What did I talk about:

How can I help them:

How can they help me:

Next steps/ follow up

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Upvoters
Status

Under Review

Board
πŸ’‘

Feature Request

Date

About 3 years ago

Author

Matt Wenzel

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