This article covers steps to log meeting notes under Copper contacts. Ensure you've completed the Fireflies-Copper integration steps before proceeding further.
Related: How to set up Copper and Fireflies integration
Log meeting notes under Copper contacts
By default, Fireflies automatically logs meetings notes under contacts. So, no action is required from your end. Here are the steps to view notes under the contacts:
- Go to People within Copper and click on the desired contact.
- From the contact, go to Activity and click on the Note.
- You will find the Summary, Outline, Notes, and Action items.
We hope this guide explains how to log notes within Copper contacts. If you have any other questions about using Fireflies, please get in touch with us here.