Keeper Client Notes & Note Templates скачать в хорошем качестве

Keeper Client Notes & Note Templates

🔸 Client Notes (clipped from August 2025 Keeper Q&A) Slide Deck: https://drive.google.com/file/d/1uvNg... Join us for our full Q&A: https://us06web.zoom.us/meeting/regis... 🔸 Time Codes: 0:00 | What are call notes 1:18 | Where are they located? 1:49 | Common Uses & Examples 5:18 | Client Details vs. Client Notes 7:12 | Note Templates 8:26 | How to add tables 10:17 | Live demo 14:48 | Additional Creative Examples 17:41 | HSC Resources & Support 🔸 Resources: Call Notes: https://help.keeper.app/en/articles/6... Auto-save client notes (feature request): https://www.google.com/url?q=https://... Add a note template via Zapier (feature request): https://keeperapp.canny.io/feature-re... Star or Pin Notes (feature request): https://keeperapp.canny.io/feature-re... Quicker navigation to Client Notes (feature request): https://keeperapp.canny.io/feature-re... Private Notes for sensitive info (feature request): https://keeperapp.canny.io/feature-re... 🔸 HUGHES & STRONG CONSULTING: Free Keeper Resources: https://hughesandstrong.com/keeper Info about our Keeper Support: https://www.hughesandstrong.com/contact Find out about our services: https://www.hughesandstrong.com/keepe... 20% off your first 3 months of Keeper: https://keeper.app/?via=HSC Check out our "Game Changers" series with Keeper for more feature deep-dives: Episode 1:    • Game Changers Webinar Series (ep. 1): Unde...   Episode 2:    • Game Changers Webinar Series (ep. 2): Unde...   Episode 3:    • Game Changers Webinar Series (ep. 3): Unde...