August 16, 2022 | Wolfgang Müller
This time can be saved with automatic recording systems. Content, participants, results of surveys and polls, comments and notes are automatically recorded and summarized in a result PDF.
This result PDF is automatically assigned to participants in the CRM and previously unknown participants are automatically created. This way, you never lose track of who has seen what and can concentrate on the tasks to be completed.
If notes have been made on the individual pages, these can be transferred to a CRM as tasks.