This article covers steps to log meeting notes under Zoho deals. Ensure you've completed the Fireflies-Zoho integration steps before proceeding further.
Related: How to set up Zoho and Fireflies integration
Log meeting notes under Zoho deals
- Enable the Log meeting notes under deals toggle. Select a deal stage and click Save Settings.
- Schedule a meeting with a deal. Ensure the Fireflies bot is present in the meeting.
- After the meeting, go to Deal within Zoho and click on the specific deal.
- Click on Notes.
- Click on More.
- You will find the Summary, Outline, Notes, and Action items.
We hope this guide explains how to log notes under Zoho deals. If you have any other questions about using Fireflies, please contact us here.